# Comprehensive Investment Management, LLC

> Comprehensive Investment Management, LLC is a state-registered investment advisory firm, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 133272
- Filed as: COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133272
- AdvisorCensus page: https://advisorcensus.com/firm/comprehensive-investment-management-llc-133272

## Quick answers

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

**Is Comprehensive Investment Management, LLC registered with the SEC or a state?**
Comprehensive Investment Management, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133272.

**How much does Comprehensive Investment Management, LLC manage?**
Comprehensive Investment Management, LLC reports $57,346,524 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does Comprehensive Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (23).

**Does Comprehensive 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133272

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $57,346,524
- Discretionary: $57,346,524
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $13,405,430 |
| High net worth individuals | 23 | $43,941,094 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cimontheweb.com
- investwithcim.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comprehensive Investment Management, LLC (CRD 133272): Form ADV filing data as of October 2026.