# Studio Investment Management

> Studio Investment Management is an SEC-registered investment advisory firm in Chicago, IL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 158489
- Filed as: STUDIO INVESTMENT MANAGEMENT
- Legal name: Studio Investment Management, LLC
- Also doing business as: STUDIO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158489
- AdvisorCensus page: https://advisorcensus.com/firm/studio-investment-management-chicago-il-158489

## Quick answers

**How is Studio Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Studio Investment Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Studio Investment Management located?**
Studio Investment Management's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Studio Investment Management registered with the SEC or a state?**
Studio Investment Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 158489.

**How much does Studio Investment Management manage?**
Studio Investment Management reports $902,977,842 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Studio Investment Management's assets and staff changed since 2021?**
In the Form ADV data for Studio Investment Management: Regulatory assets under management: $437,885,202 in the October 2021 data and $902,977,842 in the October 2026 data, up 106%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Studio Investment Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (180); individuals (other than high net worth individuals) (149); state or municipal government entities (including government pension plans) (19).

**Which custodians does Studio Investment Management use?**
Studio Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Studio Investment 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/158489

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $902,977,842
- Discretionary: $902,977,842
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $54,813,345 |
| High net worth individuals | 180 | $648,702,022 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,294,061 |
| Charitable organizations | 5 | $18,383,963 |
| State or municipal government entities (including government pension plans) | 19 | $176,133,445 |
| Corporations or other businesses not listed above | 1 | $651,006 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, NY, TX, WI
- 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
- Joliet, IL
- La Salle, IL

### Websites listed on Form ADV (Item 1.I)
- studioinvestment.com
- LinkedIn @studio-investment-management
- X @STUDIOINVEST

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $437,885,202 | 6 | June 9, 2021 |
| October 2022 | $487,539,608 | 6 | August 5, 2022 |
| October 2023 | $457,865,727 | 9 | April 24, 2023 |
| October 2024 | $715,766,995 | 9 | March 26, 2024 |
| October 2025 | $831,519,111 | 10 | March 13, 2025 |
| October 2026 | $902,977,842 | 9 | October 1, 2026 |

Regulatory assets under management: $437,885,202 in the October 2021 data and $902,977,842 in the October 2026 data, up 106%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Studio Investment Management (CRD 158489): Form ADV filing data as of October 2026.