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| Studio Investment Management LLC
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|---|---|
| CRD # | 158489 |
| SEC # | 801-121558 |
| CIK # | 0001893893 |
| AUM | $831.5 M (2025-03-13) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 312-399-0828 |
| Address | 1901 N Clybourn Ave Chicago, IL 60614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.8 | ||
| Alphabet Inc | 9.2 | ||
| Apple Inc | 7.4 | ||
| General Dynamics Corp | 7.0 | ||
| Procter & Gamble Co | 6.5 | ||
| J P Morgan Chase & Co | 6.4 | ||
| FPL Group Inc | 6.2 | ||
| United Technologies Corp /DE/ | 5.3 | ||
| Caterpillar Inc | 4.9 | ||
| Honeywell International Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 64.9 |
| (b) Individuals (high net worth individuals) | 156 | 560.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.1 |
| (h) Charitable organizations | 5 | 17.3 |
| (i) State or municipal government entities | 19 | 184.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 922 | 831.5 |
| By Discretionary | ||
| Discretionary | 922 | 831.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 922 | 831.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 831.5 | |
| Total | 922 | 831.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001893893] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pettyjohn Wood & White Inc
✚
|
VA | 0.9 |
|
Baseline Wealth Management Ltd
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|
0.9 | |
|
Jamison Private Wealth Management Inc
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|
GA | 0.9 |
|
Avion Wealth LLC
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|
TX | 0.8 |
|
JLB & Associates Inc
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|
MI | 0.8 |
|
Financial Enhancement Group LLC
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|
IN | 0.8 |
|
South Street Advisors LLC
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|
NY | 0.8 |
|
Rainey & Randall Wealth Advisors Inc
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|
FL | 0.8 |
|
Circle Advisers Inc
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|
NY | 0.8 |
|
Sterling Investment Counsel LLC
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|
NY | 0.8 |