Rothschild Investment
Chicago, IL·SEC-registered · CRD #728
Rothschild Investment is an SEC-registered investment advisory firm in Chicago, IL managing $2.8B across 2.8k client accounts, with 19 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.8B
Client accounts
2.8k
Advisory staff
19
Fee model
Fee-based
How Rothschild Investment is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Rothschild Investment
How much does Rothschild Investment manage?
Per its most recent SEC Form ADV filing (03/30/2026), Rothschild Investment reports $2.8B in regulatory assets under management across roughly 2.8k client accounts.
How does Rothschild Investment charge?
Rothschild Investment is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rothschild Investment a fiduciary?
Yes. Rothschild Investment is registered with the U.S. Securities and Exchange Commission (CRD #728), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rothschild Investment taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rothschild Investment and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Rothschild Investment's public SEC Form ADV filing (CRD #728, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rothschild Investment. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rothschild Investment? Claim this profile.