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Betterman Investment Group, LLC (Chicago)


Betterman Investment Group, LLC is a large advisory firm based in Chicago. It manages $215 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.

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Betterman Investment Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Betterman Investment Group: assets under management

The assets under management (AUM) of Betterman Investment Group, LLC is $215 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 572% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $215 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Betterman Investment Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Henry Fitzpatrick Fitzpatrick is the sole member of north water insurance advisory services llc which owns 100% of oak family advisors, llc 1 Aug 2010 75% - 100% 866553

Based in Chicago

The principal office where Betterman Investment Group, LLC performs its advisory services is located at 70 West Madison, Chicago, IL 60602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-373-7221 or by fax 312-212-5449. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bettermaninvestmentgroup.com.


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