CHOREO, LLC

Latest filing: Mar 25, 2025 (223 days ago)
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AUM

$18,232,358,701
14% change vs. 1 year ago
83% change vs. 3 years ago
213% change vs. 5 years ago
265% change vs. 10 years ago

Employee Count

218
-3% change vs. 1 year ago
73% change vs. 3 years ago
74% change vs. 5 years ago
160% change vs. 10 years ago

Main Office

ROCKFORD, IL
6735 VISTAGREEN WAY, ROCKFORD, IL, UNITED STATES, 61107

Client AUM

Discretion AUM
Discretionary $16.0
Non-Discretionary $2.2
Total $18.2
Client AUM
Retail $16.9
Pooled $0.0
Institutional $1.3
Total $18.2
Retail Accounts AUM
Individual 2,259 $0.8
Average Individual AUM $364,130
HNW 4,600 $16.1
Average HNW AUM $3,490,420
Retail Total 6,859 $16.9
Average Retail AUM $2,460,782

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. WEST LAKE-TX-USA $13.7
NATIONAL FINANCIAL SERVICES LLC BOSTON-MA-USA $1.7

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $18.2
Retail SMA AUM $16.9
Institutional SMA AUM $1.3
Asset Class % AUM
Equity Exch 19% $3.5
Equity Non-Exch 0% $0.0
Govt Agency 5% $0.9
Municipal 7% $1.3
Sovereign 0% $0.0
IG Credit 1% $0.2
HY Credit 0% $0.0
Derivatives 1% $0.2
Investment Companies 58% $10.6
Other Pools 0% $0.0
Cash 7% $1.3
Other 2% $0.4
Total 100% $18.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
CHOREO PARTNER ALLIANCE, LLC $0.0 325238
PCP VI GP HOLDINGS, LLC $0.0 -
CHOREO INSURANCE AGENCY, LLC $0.0 -
PCP PARTNERS VI, L.P. $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

15 active

Name Title
DOWLER, GREGORY, SCOTT CHIEF OPERATING OFFICER
MILES, LAWRENCE, KENNETH CHIEF EXECUTIVE OFFICER
TAMBURINI, LISA, MARIE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
BLAIR, GREGORY, WAYNE CHIEF INFORMATION OFFICER
ENGLISH, DAVID, EMERY CHIEF FINANCIAL OFFICER
FOX-FOLEY, MARISSA, CLAIRE CHIEF MARKETING OFFICER
BARTLETT, CRAIG, JAMES SENIOR VICE PRESIDENT OF ADVISORS
LEE, KAREN CHIEF GROWTH OFFICER
GOTLIN, MATTHEW, ARI CHIEF INVESTMENT OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

138 active representatives found, showing 20 random

Name City State Exams Designations
MICHAEL WATSON ROCKFORD IL S63|2003-04-04|S65|2003-06-24
KATHERINE MURPHY ROCKFORD IL S66|2012-09-21
TIMOTHY GIANOS ROCKFORD IL S63|2003-11-10|S65|2001-02-02
JOY PARDUHN ROCKFORD IL S63|1999-11-03|S65|2002-09-17
JEREMY FISHER ROCKFORD IL S65|2013-01-25
APRIL HAYDEN ROCKFORD IL CERTIFIED FINANCIAL PLANNER
MICHELLE BURIA ROCKFORD IL S66|2004-02-09 CERTIFIED FINANCIAL PLANNER
JOLEEN SCHEER ROCKFORD IL S66|2012-02-07 CERTIFIED FINANCIAL PLANNER
NIKOLAS DIALYNAS ROCKFORD IL S65|2019-01-28
ART STEVEN FEDERIS ROCKFORD IL S65|2015-05-07 CERTIFIED FINANCIAL PLANNER
MICHAEL RADFORD ROCKFORD IL S63|1997-12-01|S65|1997-01-28 CERTIFIED FINANCIAL PLANNER|PERSONAL FINANCIAL SPECIALIST
DOROTHY BOSSUNG ROCKFORD IL S63|2008-07-29|S65|1992-12-15 CERTIFIED FINANCIAL PLANNER
KIMBERLY HILLYARD ROCKFORD IL S66|2006-01-19
GABRIELLA BRANDAO ROCKFORD IL S65|2022-02-18
FRANK OSMAN ROCKFORD IL S63|2012-01-09|S66|2015-09-28 CERTIFIED FINANCIAL PLANNER
JESSICA MACKLIN ROCKFORD IL S65|2016-11-16
TAYLOR GREENLEAF ROCKFORD IL S66|2000-02-29
JACQUELINE KRONEWITTER ROCKFORD IL S63|1999-09-24|S65|2016-03-29 CERTIFIED FINANCIAL PLANNER
MATTHEW KNAPP ROCKFORD IL S65|2017-12-06 CERTIFIED FINANCIAL PLANNER
DYLAN BARKLEY ROCKFORD IL S65|2017-04-10 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $18.2 $0.0 0% 218 0 0%
2025-04-21 $18.2 $0.0 0% 218 0 0%
2024-04-02 $16.0 $2.2 14% 225 -7 -3%
2023-04-04 $12.2 $6.0 50% 189 29 15%
2022-04-01 $10.0 $8.3 83% 126 92 73%
2021-04-05 $5.6 $12.6 226% 123 95 77%
2020-04-01 $5.8 $12.4 213% 125 93 74%
2019-04-01 $5.7 $12.5 220% 116 102 88%
2018-04-02 $6.0 $12.2 204% 112 106 95%
2017-04-01 $5.3 $12.9 243% 100 118 118%
2016-04-01 $5.0 $13.2 263% 92 126 137%
2015-04-01 $5.0 $13.2 265% 84 134 160%
2014-04-01 $4.9 $13.4 274% 81 137 169%
2013-04-01 $4.2 $14.1 338% 78 140 179%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
IL, AK-08/05/2005, AL-07/29/2005, AR-08/02/2005, AZ-01/24/2001, CA-10/02/2000, CO-02/26/2003, CT-04/30/2001, DC-03/02/2001, DE-04/30/2003, FL-02/14/2001, GA-03/06/2002, HI-07/29/2005, IA-05/05/2000, ID-04/30/2001, IL-06/07/2001, IN-01/29/2001, KS-04/30/2001, KY-01/31/2003, LA-07/29/2005, MA-01/24/2001, MD-01/31/2001, ME-07/29/2005, MI-04/30/2001, MN-01/31/2001, MO-04/30/2001, MS-07/29/2005, MT-07/29/2005, NC-12/31/2001, ND-04/30/2001, NE-07/29/2005, NH-07/29/2005, NJ-04/30/2001, NM-07/29/2005, NV-01/24/2001, NY-02/15/2001, OH-04/30/2003, OK-07/29/2005, OR-04/30/2001, PA-01/24/2001, PR-07/29/2021, RI-07/29/2005, SC-08/01/2002, SD-05/16/2000, TN-08/01/2005, TX-01/24/2001, UT-07/29/2005, VA-01/26/2001, VI-05/12/2022, VT-04/30/2001, WA-04/30/2001, WI-05/01/2001, WV-07/29/2005, WY-09/20/2017
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES
REP BROKER DEALER

ADVDB.CO • SOURCE: SEC FORM ADV