Joseph Plevelich
Pekin Hardy Strauss · Chicago, Illinois
Joseph Plevelich 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.
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Facts
| Firm | Pekin Hardy Strauss |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.55B across 1,941 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, PA · CRD 6096884 |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.appleseedcapital.com |
How Joseph's firm compares
- Pekin Hardy Strauss's average account is about $799,000, from its Form ADV (assets managed divided by 1,941 accounts).
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Questions about Joseph
Is Joseph Plevelich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Pekin Hardy Strauss, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Plevelich based?
Joseph Plevelich is based in Chicago, Illinois.
What credentials does Joseph Plevelich hold?
Joseph Plevelich holds the CFA credential.
Is Joseph Plevelich registered with the SEC?
Yes. Joseph Plevelich is registered as an investment adviser representative in IL and PA (CRD 6096884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Joseph Plevelich?
Through Joseph'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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