STATE FARM INVESTMENT MANAGEMENT CORP.

RIASEC RegisteredEst. 1971
Total AUM
$12.9B
Discretionary
$12.9B
100% of AUM
Avg account
$6M
Accounts
2,160
Employees
7,930
Advisory reps
6,866

Firm details

Headquarters
BLOOMINGTON, Illinois
CRD number
3487
Registered since
December 14, 1971
Fee structure
Percentage of AUM
Client types
  • Investment Companies96.3%
  • Individuals3.11%
  • HNWI0.59%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

State Farm Investment Management Corp. is a corporation registered with the SEC since 1971 that provides discretionary portfolio management to individuals, small businesses and investment companies. The firm charges a fee as a percentage of assets under management and reports clients that include both individual and family relationships as well as institutional accounts. Advisory services recorded for the firm focus on portfolio management for individuals/small businesses and for investment companies. The firm is not flagged as an active ESG investor. The company lists industry affiliations that include broker-dealer and insurance company relationships, and its organizational ownership is described as a domestic entity/individual. A substantial office footprint is reported across the U.S., which reflects a broad distribution or servicing network rather than a narrow regional practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 20%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds20%

Owners & executives

3 of 13
  • TRUNG NGUYEN

    CEOCRD 5749825

  • Cooper Raymond

    Marketing CoordinatorCRD 8076956

  • CARTER NICHOLSON

    President, CEOCRD 6024508

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Contacts

3 of 6853
  • ROBERT CARIOLA

    Insurance AgentCRD 4040388

  • DERON POWELL

    AgentCRD 3194724

  • KELLY O'BRIEN

    Insurance AgentCRD 5146351

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BLOOMINGTON, IL

MCLEAN

Location

BLOOMINGTON, IL

Headquartered in BLOOMINGTON, IL, in the Midwest of the United States.

Region
Midwest
County
MCLEAN
Address
1 State Farm Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth