STUDIO INVESTMENT MANAGEMENT

Legal name: STUDIO INVESTMENT MANAGEMENT, LLC

CRD 158489File 801-121558

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$903.0M

Above cohort median (national)

Discretionary AUM

$903.0M

Clients

355

961 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 21, 2021
Principal office: 1901 N. CLYBOURN AVE., SUITE 202, CHICAGO, IL, 60614
Phone: 312-399-0828
Website: https://www.studioinvestment.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $903.0M
Discretionary AUM: $903.0M
Non-discretionary AUM: $0
Discretionary accounts: 961
Non-discretionary accounts: 0
Total accounts: 961
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$651K
Charitable organizations	5	$18.4M
High net worth individuals	180	$648.7M
Pension and profit sharing plans	Fewer than 5	$4.3M
State or municipal government entities	19	$176.1M
Individuals (other than high net worth individuals)	149	$54.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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 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.