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AON INVESTMENTS USA INC.
CRD 105596File 801-17219
APPROVED
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$150.99B
Top 10% of cohort (national)
Discretionary AUM
$118.46B
Non-discretionary $32.52B
Clients
507
300 accounts
Employees
255
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 21, 1982
- Principal office
- 200 EAST RANDOLPH STREET, SUITE 600, CHICAGO, IL, 60601
- Phone
- 13123817963
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.99B
- Discretionary AUM
- $118.46B
- Non-discretionary AUM
- $32.52B
- Discretionary accounts
- 277
- Non-discretionary accounts
- 23
- Total accounts
- 300
- AUM per client
- $297.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 139 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 3 | $0 |
| Charitable organizations | 8 | $1.18B |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 31 | $34.43B |
| Banking or thrift institutions | 20 | $0 |
| Pension and profit sharing plans | 272 | $112.66B |
| State or municipal government entities | 32 | $127.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 579 | 507 | decreased by72 |
| Apr 1, 2026 | Employees | 263 | 255 | decreased by8 |
| Apr 1, 2026 | Clients | 607 | 579 | decreased by28 |
| Apr 1, 2026 | AUM | $136,367,634,451 | $150,986,402,821 | increased by$14,618,768,370 |
| Apr 1, 2026 | Accounts | 304 | 300 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 321 | 263 | decreased by58 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 220 | 607 | increased by387 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $153,864,581,604 | $136,367,634,451 | decreased by$17,496,947,153 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 309 | 304 | decreased by5 |
| Apr 1, 2022 | Employees | 318 | 321 | increased by3 |
| Apr 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Clients | 225 | 220 | decreased by5 |
| Apr 1, 2022 | AUM | $145,787,379,922 | $153,864,581,604 | increased by$8,077,201,682 |
| Apr 1, 2022 | Accounts | 306 | 309 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AON INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AON INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.