Studio Investment Management
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
FINTRXOverview
Studio Investment Management is an independent RIA organized as an LLC and is SEC-registered (registration year 2021). The firm serves individual and family clients as well as institutional investors, providing financial planning and portfolio management services for individuals and small businesses. Its client-fee model includes both percentage-of-AUM and fixed-fee arrangements. Studio does not position itself as an ESG-focused investor and operates under a traditional advisory model rather than as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds38%
- Sovereign Bonds18%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Contacts
3 of 4
Neha Howery
PrincipalCRD 6470936
Michael Wolcott
PrincipalCRD 3003484
James Veers
Portfolio ManagerCRD 7775311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$376M in ETFs
67%
$252M
24%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $93.9M | 1,869,358 | 24.98% |
Location
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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