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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 Oct 1, 2026
Regulatory AUM
$903.0M
Above cohort median (national)
Discretionary AUM
$903.0M
Clients
355
961 accounts
Employees
9
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 341 | 355 | increased by14 |
| Apr 1, 2026 | AUM | $831,519,111 | $902,977,842 | increased by$71,458,731 |
| Apr 1, 2026 | Accounts | 922 | 961 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 10 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 162 | 341 | increased by179 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $487,539,608 | $831,519,111 | increased by$343,979,503 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 417 | 922 | increased by505 |
| Apr 1, 2022 | Clients | 148 | 162 | increased by14 |
| Apr 1, 2022 | AUM | $437,885,202 | $487,539,608 | increased by$49,654,406 |
| Apr 1, 2022 | Accounts | 409 | 417 | increased by8 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STUDIO INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STUDIO INVESTMENT” 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.