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| Alley Investment Management Company LLC
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|---|---|
| CRD # | 317544 |
| SEC # | 801-122856 |
| CIK # | 0001917618, 0001569141 |
| AUM | $907.2 M (2026-03-30) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 847-482-0938 |
| Address | 272 Market Square Lake Forest, IL 60045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 32.5 | ||
| J P Morgan Chase & Co | 32.3 | ||
| Apple Inc | 31.0 | ||
| Philip Morris International Inc | 27.3 | ||
| Chevron Corp | 26.1 | ||
| Microsoft Corp | 24.7 | ||
| AbbVie Inc | 24.4 | ||
| Costco Wholesale Corp /NEW | 21.2 | ||
| Union Pacific Corp | 20.7 | ||
| Amazon Com Inc | 18.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 14.1 |
| (b) Individuals (high net worth individuals) | 125 | 830.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 19.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 42.7 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 907.2 |
| By Discretionary | ||
| Discretionary | 486 | 907.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 486 | 907.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 907.2 | |
| Total | 486 | 907.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001569141] | |
| 13F-HR | [0001917618] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Syverson Strege & Company
✚
|
IA | 0.9 |
|
Fonville Wealth Management LLC
✚
|
VA | 0.9 |
|
Dean Investment Associates LLC
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|
OH | 0.9 |
|
Gerald Baker Financial Group Llcdba Baker Financial Services
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|
TX | 0.9 |
|
First Eagle Separate Account Management LLC
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|
NY | 0.9 |
|
Cranbrook Wealth Management LLC
✚
|
MI | 0.9 |
|
Round Rock Advisors LLC
✚
|
CT | 0.9 |
|
Berthel Fisher & Company Financial Services Inc
✚
|
IA | 0.9 |
|
Riverpoint Wealth Management Holdings LLC
✚
|
IL | 0.9 |
|
Convergence Financial LLC
✚
|
MO | 0.9 |