Data / Investment advisers / Illinois / Advyzon Investment Management, LLC
Advyzon Investment Management, LLC, Lisle, IL: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Advyzon Investment Management, LLC is an SEC registered investment adviser with its main office in Lisle, Illinois and reports $1.7 billion in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Advyzon Investment Management, LLC (CRD number 318816): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 318816
- SEC file number
- 801-123361
- SEC status
- Approved, effective March 4, 2022
- Main office
- 4300 Commerce Court Suite 260, Lisle, IL 60532
- Phone
- (844) 340-1898
- Website
- advyzon.com
- Regulatory AUM
- $1,675,798,775 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $1,185,662,530
- Non discretionary AUM
- $490,136,245
- Accounts
- 7,784
- Employees
- 21, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 61 | $1.68 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.68 billion | March 31, 2026 |
| December 1, 2025 | $502.4 million | November 26, 2025 |
Other advisers in Illinois
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Center Rock Capital Partners, LP | Chicago | $1.73 billion | 8 | adviserinfo.sec.gov |
| Slate Advisory Service (US) LLC | Chicago | $1.71 billion | 6 | adviserinfo.sec.gov |
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Rothschild Wealth LLC | Oakbrook | $1.70 billion | 2 | adviserinfo.sec.gov |
| Clearwater Capital Partners | Hoffman Estates | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Illinois
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving other investment advisers
- Advyzon Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.