RIA Intel›Advisers›Illinois›CHOREO, LLC

CHOREO, LLC

Advisory

N·ROCKFORD, IL

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$19.1B

1-Year AUM Growth

+31.5%

3-Year CAGR

+29.5%

Employees

97

Assets Under Management

Total AUM$19.1B

Discretionary AUM$17.1B

Non-Discretionary AUM$2.1B

Discretionary %89.1%

Total Clients6,961

Team

Total Employees97

Investment Advisers232

Employee Growth (1Y)+22.9%

Filing History

Total Filings on Record107

First FilingApr 30, 2001

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 107 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHOREO, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.