RIA Intel›Advisers›Illinois›MORNINGSTAR INVESTMENT MANAGEMENT LLC

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Advisory

N·CHICAGO, IL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$87.8B
1-Year AUM Growth
+5.3%
3-Year CAGR
+4.3%
Employees
52
Assets Under Management
Total AUM$87.8B
Discretionary AUM$87.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients592,301
Team
Total Employees52
Investment Advisers267
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record58
First FilingMar 3, 2003
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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