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Advisor

Adam Strauss

Pekin Hardy Strauss · Chicago, Illinois

Adam Strauss is a fee-only financial advisor at Pekin Hardy Strauss in Chicago, Illinois, who holds the CFA credential. Pekin Hardy Strauss reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Facts

FirmPekin Hardy Strauss
Based in Chicago, Illinois
Fee model (firm's Form ADV)Percentage of assets
Assets under management$1.55B across 1,941 accounts
CredentialsCFA
SEC registration Investment adviser representative in IL, MA, TX · CRD 4893448
Exams passedSeries 63 (2005)
Firm size19 employees
Disclosures None reported
Websitewww.appleseedcapital.com
LinkedInProfile

How Adam's firm compares

  • Pekin Hardy Strauss's average account is about $799,000, from its Form ADV (assets managed divided by 1,941 accounts).

What fee-only advisors charge in Illinois

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Questions about Adam

Is Adam Strauss a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Pekin Hardy Strauss reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Adam charge for financial advice?

Adam's firm, Pekin Hardy Strauss, reports charging a percentage of assets on its SEC Form ADV.

Where is Adam Strauss based?

Adam Strauss is based in Chicago, Illinois.

What credentials does Adam Strauss hold?

Adam Strauss holds the CFA credential.

Is Adam Strauss registered with the SEC?

Yes. Adam Strauss is registered as an investment adviser representative in IL, MA and TX (CRD 4893448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Pekin Hardy Strauss manage?

Pekin Hardy Strauss reports $1.55B across 1,941 accounts in assets under management.

How do I contact Adam Strauss?

Through Adam's website, www.appleseedcapital.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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