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M1 ADVISORY
Legal name: M1 ADVISORY SERVICES LLC
CRD 249787File 801-106511
APPROVED
Custody
Disclosure events
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$634K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $634K
Clients
0
2 accounts
Employees
14
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 11, 2015
- Principal office
- 200 NORTH LASALLE STREET, SUITE 810, CHICAGO, IL, 60601
- Phone
- 312-600-2883
- Website
- http://www.m1.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $634K
- Discretionary AUM
- $0
- Non-discretionary AUM
- $634K
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2
- Total accounts
- 2
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | Fewer than 5 | $634K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
- Q11E2
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.