← Tributary

STUDIO INVESTMENT MANAGEMENT

CHICAGO, IL · CRD 158489 · IAPD ↗ · studioinvestment.com · 312-399-0828

$903.0MRegulatory AUM
4Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — STUDIO INVESTMENT MANAGEMENT reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
November 2024 — STUDIO INVESTMENT MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — STUDIO INVESTMENT MANAGEMENT notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — STUDIO INVESTMENT MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — STUDIO INVESTMENT MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — STUDIO INVESTMENT MANAGEMENT crossed $500M in regulatory AUM ($457.9M -> $715.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.