Firm profile

Choreo, LLC

ROCKFORD, ILCRD 111221Registration Status: ApprovedEffective since November 16, 2011SEC # 801-57236Latest ADV September 30, 2026

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 September 30, 2026, reports $19.1B in regulatory assets under management, 232 employees, 34 offices, and 24,999 accounts.

Assets Under Management

$19.1B

Employees

232

Offices

34 offices

Total Clients

6,892

Associated firm names

5 names listed

CHOREO, LLC
RSM US WEALTH MANAGEMENT LLC
RSM MCGLADREY, INC.
RSM MCGLADREY LLC

Leadership

4 roles identified

CEOJason D. Van De Loo

CCOLisa M. Tamburini

CFOMolly F. Mcmillin

Advisory services offered

6 types reported

Financial Planning Services

Other advisory services

Pension consulting services

Fee models offered

3 types reported

Asset based fees

Fixed fees

Hourly charges

Offices & Contact

Primary office

ROCKFORD, Illinois, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Illinois

ROCKFORDPrimary office · SCHAUMBURG · CHICAGO · PEORIA

California

PETALUMA · MOUNT SHASTA · ORINDA · COSTA MESA

Colorado

DENVER

Georgia

AUGUSTA

Indiana

MISHAWAKA

Iowa

CEDAR RAPIDS · DES MOINES

Maryland

COLUMBIA · POTOMAC

Minnesota

ROCHESTER · MINNEAPOLIS

Missouri

ST. LOUIS

Nevada

RENO

New York

NEW YORK

North Carolina

CHARLOTTE

Pennsylvania

BERWYN

South Dakota

SIOUX FALLS

Virginia

VIRGINIA BEACH

Washington

SEATTLE

Wisconsin

MADISON

26 office records listed · 34 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone888-312-2467 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$19.1Bas of September 30, 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.

Client Coverage Demographics

Top client segmentHNWI represent 63.7% of total clients.

Top client categories% of clientsClients

HNWI

63.7%

4,392

Individuals

34.9%

2,402

Corporations

0.6%

Charitable

0.5%

Pension Plans

0.3%

Additional categories (<0.1%)

Insurance Cos.<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$19.1B

Total Accounts24,999

10Y AUM Change+$13.8B (+260.1%)

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

COMPASS PARENT, L.P.Direct owner · Schedule AInterest in CHOREO, LLC

75%+

LAWRENCE KENNETH MILESDirect owner · Schedule AInterest in CHOREO, LLC

5% to < 10%

JASON DALE VAN DE LOODirect owner · Schedule AInterest in CHOREO, LLC

5% to < 10%

PARTHENON INVESTORS VI, L.P.Indirect owner · Schedule BInterest in COMPASS PARENT, L.P.

25% to < 50%

PARTHENON INVESTORS VI PARALLEL, L.P.Indirect owner · Schedule BInterest in COMPASS PARENT, L.P.

25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Choreo, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-09-30 · Schedules A and B

15 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	LISA MARIE TAMBURINIGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERIndividual	CHOREO, LLC	Less than 5%Code NA	Yes	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER07/2021	Schedule APDF page 53
2	LAWRENCE KENNETH MILESEXECUTIVE VICE PRESIDENT, CORPORATE DEVELOPMENTIndividual	CHOREO, LLC	5% to less than 10%Code A	Yes	EXECUTIVE VICE PRESIDENT, CORPORATE DEVELOPMENT07/2025	Schedule APDF page 53
3	COMPASS PARENT, L.P.MEMBERDomestic entity	CHOREO, LLC	75% or moreCode E	Yes	MEMBER02/2022	Schedule APDF page 53
4	MATTHEW ARI GOTLINCHIEF INVESTMENT OFFICERIndividual	CHOREO, LLC	Less than 5%Code NA	Yes	CHIEF INVESTMENT OFFICER11/2023	Schedule APDF page 53
5	MOLLY FESTA MCMILLINCHIEF FINANCIAL OFFICERIndividual	CHOREO, LLC	Less than 5%Code NA	Yes	CHIEF FINANCIAL OFFICER09/2024	Schedule APDF page 53
6	JASON DALE VAN DE LOOCHIEF EXECUTIVE OFFICERIndividual	CHOREO, LLC	5% to less than 10%Code A	Yes	CHIEF EXECUTIVE OFFICER07/2025	Schedule APDF page 53
7	MICHAEL DAVID RITTERSHAUSCHIEF SERVICE OFFICERIndividual	CHOREO, LLC	Less than 5%Code NA	Yes	CHIEF SERVICE OFFICER10/2025	Schedule APDF page 53
8	Keith Scott KotficaCHIEF GROWTH OFFICERIndividual	CHOREO, LLC	Less than 5%Code NA	Yes	CHIEF GROWTH OFFICER08/2025	Schedule APDF page 53
9	RAYMOND MAX MORRILLCHIEF WEALTH OFFICERIndividual	CHOREO, LLC	Less than 5%Code NA	Yes	CHIEF WEALTH OFFICER07/2026	Schedule APDF page 53
10	KELLY SUSAN O'DONNELLCHIEF PEOPLE AND TRANSFORMATION OFFICERIndividual	CHOREO, LLC	Less than 5%Code NA	Yes	CHIEF PEOPLE AND TRANSFORMATION OFFICER09/2026	Schedule APDF page 53
11	PCP PARTNERS VI, L.P.GENERAL PARTNERDomestic entity	PARTHENON INVESTORS VI, L.P.	Percentage not specifiedCode F	Yes	GENERAL PARTNER02/2022	Schedule BPDF page 53
12	PCP VI GP HOLDINGS, LLCGENERAL PARTNERDomestic entity	COMPASS PARENT, L.P.	Percentage not specifiedCode F	Yes	GENERAL PARTNER02/2022	Schedule BPDF page 53
13	PARTHENON INVESTORS VI, L.P.LIMITED PARTNERDomestic entity	COMPASS PARENT, L.P.	25% to less than 50%Code C	Yes	LIMITED PARTNER02/2022	Schedule BPDF page 53
14	PARTHENON INVESTORS VI PARALLEL, L.P.LIMITED PARTNERDomestic entity	COMPASS PARENT, L.P.	25% to less than 50%Code C	Yes	LIMITED PARTNER02/2022	Schedule BPDF page 53
15	PCP PARTNERS VI, L.P.GENERAL PARTNERDomestic entity	PARTHENON INVESTORS VI PARALLEL, L.P.	Percentage not specifiedCode F	Yes	GENERAL PARTNER02/2022	Schedule BPDF page 53

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/10/2026 10:37:44 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.