{
  "crd_number": 38995,
  "slug": "correll-co-investment-services-corp-hickory-hills-il-38995",
  "primary_business_name": "CORRELL CO. INVESTMENT SERVICES CORP.",
  "legal_name": "CORRELL CO. INVESTMENT SERVICES  CORP.",
  "dbas": [],
  "city": "Hickory Hills",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2002-04-22",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2025-11-12",
  "carried_forward": false,
  "raum_total": 233300000.0,
  "raum_discretionary": 15400000.0,
  "raum_non_discretionary": 217900000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1065000.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 232235000.0,
      "count": 68
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://cciscinvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/38995",
  "city_as_filed": "HICKORY HILLS",
  "url": "https://advisorcensus.com/firm/correll-co-investment-services-corp-hickory-hills-il-38995",
  "display_name": "Correll Co. Investment Services Corp.",
  "summary": "Correll Co. Investment Services Corp. is a state-registered investment advisory firm in Hickory Hills, IL, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated November 12, 2025.",
  "citation": "AdvisorCensus. Correll Co. Investment Services Corp. (CRD 38995): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Correll Co. Investment Services Corp. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Correll Co. Investment Services Corp. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Correll Co. Investment Services Corp. located?",
      "a": "Correll Co. Investment Services Corp.'s principal office is in Hickory Hills, IL, according to its Form ADV."
    },
    {
      "q": "Is Correll Co. Investment Services Corp. registered with the SEC or a state?",
      "a": "Correll Co. Investment Services Corp. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 38995."
    },
    {
      "q": "How much does Correll Co. Investment Services Corp. manage?",
      "a": "Correll Co. Investment Services Corp. reports $233,300,000 in regulatory assets under management in its Form ADV filing dated November 12, 2025 (7% discretionary)."
    },
    {
      "q": "What types of clients does Correll Co. Investment Services Corp. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (68); individuals (other than high net worth individuals) (3)."
    },
    {
      "q": "Does Correll Co. Investment Services Corp. report any disciplinary disclosures?",
      "a": "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/38995"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/correll-co-investment-services-corp-hickory-hills-il-38995.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1065000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 68,
      "fewer_than_5": false,
      "raum": 232235000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/38995",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}