# Precise Investment Management, Inc.

> Precise Investment Management, Inc. is an SEC-registered investment advisory firm in Highland Park, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 282557
- Filed as: PRECISE INVESTMENT MANAGEMENT, INC.
- Also doing business as: PRECISE MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Highland Park, IL
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282557
- AdvisorCensus page: https://advisorcensus.com/firm/precise-investment-management-inc-highland-park-il-282557

## Quick answers

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

**What does Precise Investment Management, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated September 25, 2025 states: Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Precise Investment Management, Inc. located?**
Precise Investment Management, Inc.'s principal office is in Highland Park, IL, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Precise Investment Management, Inc. registered with the SEC or a state?**
Precise Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 282557.

**How much does Precise Investment Management, Inc. manage?**
Precise Investment Management, Inc. reports $349,228,104 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Precise Investment Management, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Precise Investment Management, Inc.: Regulatory assets under management: $72,761,427 in the October 2022 data and $349,228,104 in the October 2026 data, up 380%. Total employees: 6 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Precise Investment Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (46); individuals (other than high net worth individuals) (25); high net worth individuals (17).

**Which custodians does Precise Investment Management, Inc. use?**
Precise Investment Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC, CBH Bank, Citigroup Global Markets Inc., Creand Securities, Interactive Brokers LLC, Itau International Securities Inc., J.P. Morgan Securities LLC, Pershing LLC, Stonex Financial Inc. and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Precise Investment Management, Inc. report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.H(1)(a) (court injunction in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282557

**Does Precise Investment Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated September 25, 2025 says: "At this time, we have no minimum requirement for opening or maintaining an account."

**What changed in Precise Investment Management, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $186,316,022 to $349,228,104 (+87%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated September 25, 2025)

- Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it)

> Our advisory fees will generally range from .75% to 2.00%, however, all fees are subject to negotiation based on client relationship, and size.

- Account minimum: None

> At this time, we have no minimum requirement for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- CBH Bank
- Citigroup Global Markets Inc.
- Creand Securities
- Interactive Brokers LLC
- Itau International Securities Inc.
- J.P. Morgan Securities LLC
- Pershing LLC
- Stonex Financial Inc.
- UBS Financial Services Inc.

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: $349,228,104
- Discretionary: $349,228,104
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $19,973,290 |
| High net worth individuals | 17 | $40,633,323 |
| Corporations or other businesses not listed above | 46 | $288,621,491 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, IL, NV, TX
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.H(1)(a): In the past ten years, has a domestic or foreign court issued an injunction against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282557

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Coral Gables, FL
- El Paso, TX
- Miami, FL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $72,761,427 | 6 | September 29, 2022 |
| October 2023 | $114,176,669 | 7 | August 8, 2023 |
| October 2024 | $69,000,000 | 6 | August 23, 2024 |
| October 2025 | $69,000,000 | 6 | August 23, 2024 |
| October 2026 | $349,228,104 | 8 | September 29, 2026 |

Regulatory assets under management: $72,761,427 in the October 2022 data and $349,228,104 in the October 2026 data, up 380%.
Total employees: 6 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $186,316,022 to $349,228,104 (+87%).

### December 2025
- Item 11 disclosure answers changed: 3 yes answers, previously 1 (now yes: 11.C(2), 11.E(2)).
- Regulatory assets under management went from $69,000,000 to $186,316,022 (+170%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Precise Investment Management, Inc. (CRD 282557): Form ADV filing data as of October 2026.