# Correll Co. Investment Services Corp.

> 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.

- CRD: 38995
- Filed as: CORRELL CO. INVESTMENT SERVICES CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hickory Hills, IL
- Filing period: October 2026
- Form ADV filing dated: November 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/38995
- AdvisorCensus page: https://advisorcensus.com/firm/correll-co-investment-services-corp-hickory-hills-il-38995

## Quick answers

**How is Correll Co. Investment Services Corp. compensated?**
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.

**Where is Correll Co. Investment Services Corp. located?**
Correll Co. Investment Services Corp.'s principal office is in Hickory Hills, IL, according to its Form ADV.

**Is Correll Co. Investment Services Corp. registered with the SEC or a state?**
Correll Co. Investment Services Corp. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 38995.

**How much does Correll Co. Investment Services Corp. manage?**
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).

**What types of clients does Correll Co. Investment Services Corp. serve?**
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).

**Does Correll Co. Investment Services Corp. 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/38995

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $233,300,000
- Discretionary: $15,400,000
- Non-discretionary: $217,900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,065,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 68 | $232,235,000 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cciscinvestments.com](https://cciscinvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Correll Co. Investment Services Corp. (CRD 38995): Form ADV filing data as of October 2026.