# Advyzon Investment Management, LLC

> Advyzon Investment Management, LLC is an SEC-registered investment advisory firm in Lisle, IL, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 318816
- Filed as: ADVYZON INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lisle, IL
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318816
- AdvisorCensus page: https://advisorcensus.com/firm/advyzon-investment-management-llc-lisle-il-318816

## Quick answers

**How is Advyzon Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advyzon Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Advyzon Investment Management, LLC located?**
Advyzon Investment Management, LLC's principal office is in Lisle, IL, according to its Form ADV.

**Is Advyzon Investment Management, LLC registered with the SEC or a state?**
Advyzon Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318816.

**How much does Advyzon Investment Management, LLC manage?**
Advyzon Investment Management, LLC reports $1,675,798,775 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (71% discretionary).

**How have Advyzon Investment Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Advyzon Investment Management, LLC: Regulatory assets under management: $0 in the October 2022 data and $1,675,798,775 in the October 2026 data. Total employees: 3 in October 2022 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advyzon Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (61).

**Which custodians does Advyzon Investment Management, LLC use?**
Advyzon Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Raymond James (USA) Ltd. as custodians holding 10% or more of its separately managed account assets.

**Does Advyzon Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318816

**What changed in Advyzon Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $502,426,870 to $1,675,798,775 (+234%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Raymond James (USA) Ltd.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,675,798,775
- Discretionary: $1,185,662,530
- Non-discretionary: $490,136,245

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 61 | $1,675,798,775 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 21 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advyzon.com
- LinkedIn @advyzon-investment-management-llc-aim

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 3 | September 20, 2022 |
| October 2023 | $108,450,060 | 5 | March 30, 2023 |
| October 2024 | $207,587,397 | 7 | March 27, 2024 |
| October 2025 | $502,426,870 | 15 | April 4, 2025 |
| October 2026 | $1,675,798,775 | 21 | April 1, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $1,675,798,775 in the October 2026 data.
Total employees: 3 in October 2022 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $502,426,870 to $1,675,798,775 (+234%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advyzon Investment Management, LLC (CRD 318816): Form ADV filing data as of October 2026.