Choreo, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rockford, IL. Its latest Form ADV filing, dated March 25, 2026, reports $19.1B in regulatory assets under management, 232 employees, 33 offices, and 24,999 accounts.
Assets Under Management
$19.1B
Employees
232
Offices
33 offices
Total Clients
6,892
Primary office
ROCKFORD, IL
6735 VISTAGREEN WAY, SUITE 110, ROCKFORD, IL, United States
Top client segmentHNWI represent 63.7% of total clients.
Top client categories% of clientsClients
1
HNWI
63.7%
4,392
2
Individuals
34.9%
2,402
3
Corporations
0.6%
43
4
Charitable
0.5%
36
5
Pension Plans
0.3%
18
Additional categories (<0.1%)
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$19.1Bas of March 25, 2026
Discretionary89.1%
$17.1B
89% of total RAUM89.1%
Non-discretionary10.9%
$2.1B
11% of total RAUM10.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$19.1B
Total Accounts24,999
10Y AUM Change+$13.8B (+260.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees232
Clients per Employee30:1
10Y Employee Change+132 (+132.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.