# Iolite Asset Management

> Iolite Asset Management is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 338911
- Filed as: IOLITE ASSET MANAGEMENT
- Legal name: Iolite Asset Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338911
- AdvisorCensus page: https://advisorcensus.com/firm/iolite-asset-management-chicago-il-338911

## Quick answers

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

**Where is Iolite Asset Management located?**
Iolite Asset Management's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Iolite Asset Management registered with the SEC or a state?**
Iolite Asset Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338911.

**How much does Iolite Asset Management manage?**
Iolite Asset Management reports $0 in regulatory assets under management in its Form ADV filing dated March 24, 2026.

**Does Iolite Asset Management 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/338911

**What changed in Iolite Asset Management's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Crown Point, IN

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

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iolite Asset Management (CRD 338911): Form ADV filing data as of October 2026.