TOWERS WATSON INVESTMENT SERVICES, INC.

CRD 110473File 801-46008

APPROVED

Custody

Filing as of Jul 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$62.67B

Top 10% of cohort (national)

Discretionary AUM

$54.44B

Non-discretionary $8.22B

Clients

107

138 accounts

Employees

239

Top 10% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Mar 22, 1994
Principal office: 233 SOUTH WACKER DRIVE, SUITE 1800, CHICAGO, IL, 60606
Phone: 312-288-7700
Website: http://www.youtube.com/c/WTWcorporate

Assets & accounts

ADV Item 5F

Total regulatory AUM: $62.67B
Discretionary AUM: $54.44B
Non-discretionary AUM: $8.22B
Discretionary accounts: 134
Non-discretionary accounts: 4
Total accounts: 138
AUM per client: $585.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	1	$872.5M
Pension and profit sharing plans	106	$61.80B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON
A percentage of assets under your management

Advisory activities

Other
Publications
Educational seminars
Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.