CHOREO, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $19.14B |
| Discretionary | $17.05B89% of AUM |
| Non-Discretionary | $2.09B |
| Client Accounts | 24,999 |
| Avg Account Size | $766K |
| Employees | 232 |
| Peak AUM | $19.14BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $19.1B | +5.0% | +16.2% | +29.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $19.14B |
| Discretionary | $17.05B |
| Employees | 232 |
| Client Accounts | 24999 |
| Client Range | 51-100 |
Contact & Location
Address
6735 VISTAGREEN WAY
ROCKFORD IL 61107
Phone
888-312-2467
Filing History
115 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$17.1B
89.1% of AUM
Non-Discretionary
$2.1B
10.9% of AUM
Disc. mix ▲ 1.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered Rep
Related Entities (Item 7)
Investment AdviserPension ConsultantLaw Firm