April Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
April Asset Management LLC is an Illinois limited liability company formed in 2026 and is applying to register as an investment adviser. It provides discretionary and non‑discretionary portfolio management and standalone or supplemental financial planning services to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) as well as corporate and business clients.
The firm describes a long‑term, diversified investment approach that combines strategic and tactical asset allocation with fundamental, qualitative, and cyclical analysis, implemented primarily through U.S. equities, ETFs, bonds, and certificates of deposit. Financial planning is offered on either an hourly or fixed‑fee basis, and portfolio management engagements include ongoing monitoring, trading, and rebalancing under written agreements that may grant the firm discretion.
Notably, AAM’s combination of offering both hourly and fixed financial‑planning arrangements while serving non‑HNW individuals, high‑net‑worth clients, and businesses is atypical for firms in its category, and the firm currently reports no regulatory assets under management as a newly formed adviser. The firm does not sponsor wrap fee programs or operate as a private‑fund adviser, and it intends to custody client assets through established custodians while executing its stated portfolio management strategies.
Client services
Expertise
Fee options
Up to $5,000 per engagement for financial planning
Up to 1.50% annually, negotiable and client-specific
Up to $300 per hour for financial planning services
Account minimum: $50,000 Fee-only: Financial planning services charged on an hourly basis up to $300 per hour or flat fees up to $5,000 per engagement, negotiable
Main office
862 Swan Lane
Deerfield IL 60015
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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