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CHOREO, LLC
CRD 111221File 801-57236
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$19.14B
Top 10% of cohort (national)
Discretionary AUM
$17.05B
Non-discretionary $2.09B
Clients
6,891
24,999 accounts
Employees
232
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 16, 2011
- Principal office
- 6735 VISTAGREEN WAY, SUITE 110, ROCKFORD, IL, 61107
- Phone
- 888-312-2467
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $19.14B
- Discretionary AUM
- $17.05B
- Non-discretionary AUM
- $2.09B
- Discretionary accounts
- 24,302
- Non-discretionary accounts
- 697
- Total accounts
- 24,999
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 43 | $195.4M |
| Charitable organizations | 36 | $576.1M |
| High net worth individuals | 4,392 | $16.74B |
| Pension and profit sharing plans | 18 | $588.6M |
| Individuals (other than high net worth individuals) | 2,402 | $1.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.