The Kalish Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,091,906
Total clients
27
33% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,077,478
About
The Kalish Group is a small, state-registered investment advisory firm that provides discretionary investment management, financial and estate planning, and consulting to high-net-worth individuals, families, trusts, estates, businesses, and charitable organizations. The firm’s client roster is concentrated among high-net-worth clients and it does not serve non-high-net-worth individual clients.
The Kalish Group builds customized portfolios using a strategic, long-term asset allocation process and a mix of analytical methods (macroeconomic, fundamental, quantitative, technical, cyclical, and qualitative). Portfolios may include ETFs and mutual funds as well as domestic and foreign equities, fixed income, options and leveraged ETFs, and the firm monitors accounts regularly and rebalances as needed.
Compared with peers of similar size, the firm is notable for its concentrated HNW client focus and for employing derivative and limited margin strategies (margin typically capped at around 10% of net assets) as part of its discretionary management toolkit. The firm also emphasizes a proprietary portfolio methodology, conducts client reviews directly through the firm’s principal, and discloses a code of ethics while not accepting third‑party compensation or performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Active portfolio management
Fee options
1.00% annually (negotiable, will not exceed 1.00%)
Main office location
The Kalish Group
Aurora IL, United States
Number of offices
1
Most active in
The Kalish Group has reported serving >5 clients in these states in the last 12 months.
California · Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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