M1 Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 1, 2026, reports $633,573 in regulatory assets under management, 14 employees, and 2 accounts.
Assets Under Management
$634K
Employees
14
Offices
--
Total Clients
<5
Primary office
CHICAGO, IL
200 NORTH LASALLE STREET, SUITE 810, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$634Kas of April 1, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$634K
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$634K
Total Accounts2
10Y AUM Change+$634K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee—
10Y Employee Change+11 (+366.7%)
* 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.