Hazelwood Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hazelwood Investment Advisors LLC provides discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting to individuals, high-net-worth clients, families and related retirement and trust accounts. The firm operates as a small, solo-practitioner advisory practice managing a limited number of client relationships with modest assets under management.
The firm pursues a long-term, growth-oriented equity strategy that emphasizes large-cap and growth-oriented technology companies and supplements fundamental analysis with technical and macroeconomic research. Hazelwood monitors accounts on a continuous basis and rebalances or implements tactical adjustments as market conditions or client circumstances change, offering both discretionary management and client-directed arrangements.
What distinguishes the firm from many peers is its affiliation with an accounting and bookkeeping business and the principal’s accounting credential; tax and bookkeeping services are offered separately from investment advice and clients are not required to use them. The firm also discloses discretionary practices around fee credits for client referrals and fee discounts tied to ongoing contributions, and it recently underwent an ownership change.
Client services
Expertise
Fee options
$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%
$175 per hour
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Hazelwood Capital Partners · Hazelwood Capital Partners LLC · Hazelwood Ia LLC · Hazelwood Investment Advisors LLC · Hwcp · Hwcp Investment Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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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