# State Farm Investment Management Corp.

> State Farm Investment Management Corp. is an SEC-registered investment advisory firm in Bloomington, IL, registered since 1971, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 3487
- Filed as: STATE FARM INVESTMENT MANAGEMENT CORP.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, IL
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/3487
- AdvisorCensus page: https://advisorcensus.com/firm/state-farm-investment-management-corp-bloomington-il-3487

## Quick answers

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

**Where is State Farm Investment Management Corp. located?**
State Farm Investment Management Corp.'s principal office is in Bloomington, IL, according to its Form ADV; the May 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

**Is State Farm Investment Management Corp. registered with the SEC or a state?**
State Farm Investment Management Corp. is an SEC-registered investment advisory firm, registered since 1971. Status as filed: Approved. CRD 3487.

**How much does State Farm Investment Management Corp. manage?**
State Farm Investment Management Corp. reports $12,938,660,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have State Farm Investment Management Corp.'s assets and staff changed since 2021?**
In the Form ADV data for State Farm Investment Management Corp.: Regulatory assets under management: $9,674,240,648 in the October 2021 data and $12,938,660,000 in the October 2026 data, up 34%. Total employees: 100 in October 2021 and 7,930 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does State Farm Investment Management Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,429); high net worth individuals (145); investment companies (1).

**Does State Farm Investment Management Corp. report any disciplinary disclosures?**
Reports 11 disclosure items on Form ADV Item 11: yes answers to 3 questions about criminal matters and 8 questions about regulatory matters (11.A(2), 11.B(1), 11.B(2), 11.C(2), 11.C(4), 11.C(5), 11.D(1), 11.D(2), 11.D(4), 11.E(2), 11.G). 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/3487

**Does State Farm Investment Management Corp. state an account minimum?**
Its Form ADV Part 2A brochure dated April 30, 2026 says: "You must maintain a minimum balance in your Account of $15,000 or as otherwise specified to you in writing by Adviser (the “Minimum Balance”)."

**What changed in State Farm Investment Management Corp.'s recent Form ADV filings?**
In the April 2026 filing data: Its Item 11 disclosure answers changed (now yes: 11.D(1); now no: 11.A(1)). Employees performing advisory functions went from 150 to 7930. Regulatory assets under management went from $11,294,815,444 to $12,938,660,000 (+15%). Changed its office addresses in Carrollton, TX. Changed its office addresses in Cedar Grove, WI. Changed its office addresses in Flower Mound, TX. Changed its office addresses in Loomis, CA. Added an office in Atlanta, GA. Added an office in Chamblee, GA. Added an office in Dewitt, MI. Added an office in Florence, AL. Added an office in Holland, MI. Added an office in Kennesaw, GA. Added an office in Monroe, GA. Added an office in Portland, OR.

## 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 April 30, 2026)

- Account minimum: $15,000

> You must maintain a minimum balance in your Account of $15,000 or as otherwise specified to you in writing by Adviser (the “Minimum Balance”).

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

### Regulatory assets under management (Item 5.F)
- Total: $12,938,660,000
- Discretionary: $12,938,660,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,429 | $402,903,579 |
| High net worth individuals | 145 | $75,756,421 |
| Investment companies | 1 | $12,460,000,000 |

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

### Firm details
- Registered since: 1971 (54 years)
- Employees: 7,930 total, 7,930 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 11 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?
- 11.B(1): In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?
- 11.B(2): In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?
- 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.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 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.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

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/3487

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Atlanta, GA
- Bloomington, IL
- Carrollton, TX
- Cedar Grove, WI
- Chamblee, GA
- Cutler Bay, FL
- Dewitt, MI
- Florence, AL
- Flower Mound, TX
- Holland, MI
- Hopkinsville, KY
- Kennesaw, GA
- Lenexa, KS
- Loomis, CA
- Monroe, GA
- Ocala, FL
- Paris, IL
- Peoria, IL
- Portland, OR
- Richardson, TX
- San Angelo, TX
- Spanish Fort, AL
- Spokane Valley, WA
- Tempe, AZ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $9,674,240,648 | 100 | March 30, 2021 |
| October 2022 | $10,849,542,163 | 22 | March 30, 2022 |
| October 2023 | $9,288,676,705 | 22 | August 25, 2023 |
| October 2024 | $10,164,536,171 | 22 | September 9, 2024 |
| October 2025 | $11,294,815,444 | 150 | March 25, 2025 |
| October 2026 | $12,938,660,000 | 7,930 | April 30, 2026 |

Regulatory assets under management: $9,674,240,648 in the October 2021 data and $12,938,660,000 in the October 2026 data, up 34%.
Total employees: 100 in October 2021 and 7,930 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Its Item 11 disclosure answers changed (now yes: 11.D(1); now no: 11.A(1)).
- Employees performing advisory functions went from 150 to 7930.
- Regulatory assets under management went from $11,294,815,444 to $12,938,660,000 (+15%).
- Changed its office addresses in Carrollton, TX.
- Changed its office addresses in Cedar Grove, WI.
- Changed its office addresses in Flower Mound, TX.
- Changed its office addresses in Loomis, CA.
- Added an office in Atlanta, GA.
- Added an office in Chamblee, GA.
- Added an office in Dewitt, MI.
- Added an office in Florence, AL.
- Added an office in Holland, MI.
- Added an office in Kennesaw, GA.
- Added an office in Monroe, GA.
- Added an office in Portland, OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. State Farm Investment Management Corp. (CRD 3487): Form ADV filing data as of October 2026.