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ADVYZON INVESTMENT MANAGEMENT, LLC
CRD 318816File 801-123361
APPROVED
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.19B
Non-discretionary $490.1M
Clients
61
7,784 accounts
Employees
21
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 4, 2022
- Principal office
- 4300 COMMERCE COURT, SUITE 260, LISLE, IL, 60532
- Phone
- 844-340-1898
- Website
- https://www.advyzon.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.68B
- Discretionary AUM
- $1.19B
- Non-discretionary AUM
- $490.1M
- Discretionary accounts
- 5,542
- Non-discretionary accounts
- 2,242
- Total accounts
- 7,784
- AUM per client
- $27.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 61 | $1.68B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| 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.