Studio Investment Management

RIASEC RegisteredEst. 2021
Total AUM
$903M
Discretionary
$903M
100% of AUM
Avg account
$940K
Accounts
961
Employees
9
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
158489
Registered since
June 21, 2021
Website
www.studioinvestment.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI71.84%
  • State / Municipal Government19.51%
  • Individuals6.07%
  • Charitable Organizations2.04%
  • Pension & Profit Sharing Plans0.48%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Studio Investment Management is an independent, SEC-registered registered investment adviser organized as an LLC and active since 2021. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fees include percentage-of-AUM and fixed-fee arrangements. Studio does not market itself as an ESG-focused manager, and its regulatory footprint is limited to a single-state registration rather than a multi-state adviser model.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Public Funds/Mutual Funds 38%, Sovereign Bonds 18%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, US Government Bonds 1%38%
  • Exchange Traded Equities38%
  • Public Funds/Mutual Funds38%
  • Sovereign Bonds18%
  • Cash & Cash Equivalents3%
  • State & Local Bonds2%

Contacts

3 of 4

  • Philip Slevin

    Portfolio ManagerCRD 6180668

  • James Veers

    James Veers

    Portfolio ManagerCRD 7775311

  • Michael Wolcott

    Michael Wolcott

    PrincipalCRD 3003484

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 70

Active vs passive

$376M in ETFs

Passive

67%

$252M

Active

24%

$124M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP)VanguardPassiveShort Term Inflation Protected Bond$93.9M1,869,35824.98%
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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1901 N Clybourn Ave
Time zone
CT (UTC-6)
Office locations

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