Hazelwood Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Hazelwood Investment Advisors LLC is a state-registered investment adviser that provides discretionary and non‑discretionary portfolio management as well as standalone financial planning and consulting services to individuals, high‑net‑worth individuals, families and related retirement and trust accounts. As of January 26, 2026 the firm reported approximately $122,000 in discretionary assets under management and offers one‑time and ongoing planning engagements billed on a fixed‑fee or hourly basis.
The firm’s investment approach emphasizes long‑term growth with primary allocations to equity securities—notably large‑capitalization technology and other growth‑oriented companies—using fundamental, technical and macroeconomic analysis and a generally buy‑and‑hold posture with occasional tactical asset allocation. Hazelwood develops written investment plans for clients, monitors portfolios continuously, and implements client‑provided investment restrictions in writing when requested.
Distinctive aspects disclosed in the brochure include an affiliated accounting and bookkeeping business operated by the firm’s principal and the offering of separate personal finance and tax consulting services; these accounting services are presented as distinct from, and optional to, the advisory business. The firm also reported a change in ownership effective January 2026 to sole ownership by its principal and discloses discretionary practices such as occasional fee credits for referrals and discretionary fee discounts for clients who maintain ongoing contributions.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Fixed fees for financial planning typically range from $500 to $1,500 per quarter depending on scope and complexity.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.50% $2,500,001+: 0.25%
Hourly consulting fees are $175 per hour.
Fee-only: Fixed fees for financial planning typically range from $500 to $1,500 per quarter; hourly consulting fees are $175 per hour.
Main office location
Hazelwood Investment Advisors LLC
Chicago IL, United States
Number of offices
1
Most active in
Hazelwood Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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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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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