RIA Intel›Advisers›Illinois›CORAZON GROUP LLC

CORAZON GROUP LLC

Advisory

N·CHICAGO, IL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$331M

1-Year AUM Growth

+4.3%

3-Year CAGR

+1.4%

Employees

12

Assets Under Management

Total AUM$331M

Discretionary AUM$331M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees12

Investment Advisers14

Employee Growth (1Y)-8.3%

Filing History

Total Filings on Record8

First FilingOct 12, 2021

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 8 historical filings spanning 5+ 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 CORAZON GROUP LLC

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