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ADVYZON INVESTMENT MANAGEMENT, LLC
CRD 318816File 801-123361
APPROVED
Filing as of Apr 1, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 21 | increased by6 |
| Apr 1, 2026 | Clients | 40 | 61 | increased by21 |
| Apr 1, 2026 | AUM | $502,426,870 | $1,675,798,775 | increased by$1,173,371,905 |
| Apr 1, 2026 | Accounts | 2,340 | 7,784 | increased by5,444 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 15 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $502,426,870 | increased by$502,426,870 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 2,340 | increased by2,340 |
| Apr 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVYZON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVYZON 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.