MAYNERICH FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $122.5M |
| Discretionary | $122.5M100% of AUM |
| Client Accounts | 1,045 |
| Avg Account Size | $117K |
| Employees | 6 |
| Peak AUM | $122.5MMar 2026 |
AUM by Client Type
Total AUM
$123M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $123M | +16.8% | — | — | |
| Discretionary AUM | $123M | ||||
Key Metrics
| Total AUM | $122.5M |
| Discretionary | $122.5M |
| Employees | 6 |
| Client Accounts | 1045 |
| Client Range | 0 |
Contact & Location
Address
101 COUNTY LINE RD
VIRDEN IL 62690
Phone
217-965-5796
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$123M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Pension Consultant