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Financial Design Studio, Inc.

● SEC registered since 2025CRD 286686SEC# 801-134607Deer Park, IL
Export (members)
Reg. AUM
$105M
Employees
4
Accounts
444
Location
Deer Park, IL

Financial Design Studio, Inc. assets under management

Financial Design Studio, Inc. operates as an SEC-registered investment adviser based in Deer Park, IL. The firm has been registered since 2025. It reports $105 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/financial-design-studio-inc.View on SEC.gov ↗

Financial Design Studio, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Michelle Lynn Smalenberger ControlChief Executive Officer25-50%2017
Robert David Stoll ControlChief Compliance Officer25-50%2019
Stephen Michael Smalenberger ControlChief Financial Officer25-50%2019
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Frequently asked questions

How much does Financial Design Studio, Inc. manage?

Financial Design Studio, Inc. reports $105 million in regulatory assets under management on its Form ADV.

How many employees does Financial Design Studio, Inc. have?

Financial Design Studio, Inc. reports 4 employees.

Where is Financial Design Studio, Inc. located?

Financial Design Studio, Inc. is based in Deer Park, IL and has been SEC-registered since 2025.

Does Financial Design Studio, Inc. disclose fund performance?

Financial Design Studio, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21660 West Field Parkway, Suite 118, Deer Park, IL 60010
Phone(847) 238-8050
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$105M
Non-discretionary$0
Total (RAUM)$105M