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LIBERTY ONE INVESTMENT MANAGEMENT
Legal name: LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CRD 304290File 801-116826
APPROVED
Filing as of Mar 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.05B
Clients
10
6,469 accounts
Employees
20
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, 2019
- Principal office
- 1509 N. MILWAUKEE AVE., LIBERTYVILLE, IL, 60048
- Phone
- 847-680-9255
- Website
- https://libertyoneim.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $1.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,469
- Non-discretionary accounts
- 0
- Total accounts
- 6,469
- AUM per client
- $105.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $85.4M |
| Other investment advisers | 7 | $966.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 23 | 10 | decreased by13 |
| Apr 1, 2026 | AUM | $2,378,579,630 | $1,052,112,840 | decreased by$1,326,466,790 |
| Apr 1, 2026 | Accounts | 17,279 | 6,469 | decreased by10,810 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 20 | 23 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 17,276 | 17,279 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 19 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 20 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,175,710,411 | $2,378,579,630 | increased by$1,202,869,219 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,948 | 17,276 | increased by9,328 |
| Feb 1, 2022 | Clients | 0 | 6 | increased by6 |
| Feb 1, 2022 | AUM | $866,211,308 | $1,175,710,411 | increased by$309,499,103 |
| Feb 1, 2022 | Accounts | 6,761 | 7,948 | increased by1,187 |
| Apr 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 “LIBERTY ONE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIBERTY ONE” 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.