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STATE FARM INVESTMENT MANAGEMENT CORP.
CRD 3487File 801-8184
APPROVED
Retail clients
Disclosure events
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.94B
Top 10% of cohort (national)
Discretionary AUM
$12.94B
Clients
3,575
2,160 accounts
Employees
7,930
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 14, 1971
- Principal office
- ONE STATE FARM PLAZA, B-2, BLOOMINGTON, IL, 61710-0001
- Phone
- 800-447-0740
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.94B
- Discretionary AUM
- $12.94B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,160
- Non-discretionary accounts
- 0
- Total accounts
- 2,160
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $12.46B |
| High net worth individuals | 145 | $75.8M |
| Individuals (other than high net worth individuals) | 3,429 | $402.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11- Q11
- Q11G
- Q11A2
- Q11B1
- Q11B2
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 150 | 7,930 | increased by7,780 |
| Apr 1, 2026 | Clients | 35 | 3,575 | increased by3,540 |
| Apr 1, 2026 | AUM | $11,294,815,444 | $12,938,660,000 | increased by$1,643,844,556 |
| Apr 1, 2026 | Accounts | 38 | 2,160 | increased by2,122 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 150 | increased by128 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 35 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,849,542,163 | $11,294,815,444 | increased by$445,273,281 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 38 | increased by34 |
| Apr 1, 2022 | Employees | 100 | 22 | decreased by78 |
| Apr 1, 2022 | AUM | $9,674,240,648 | $10,849,542,163 | increased by$1,175,301,515 |
| 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 “STATE FARM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STATE FARM” 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.