Investment adviser · CRD 304290
LIBERTY ONE INVESTMENT MANAGEMENT
Investment adviser filing (IA)
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
LIBERTYVILLE, IL, United States · Form ADV filed Mar 14, 2026
- Regulatory AUM
- $1.05B Form ADV · Item 5.F
- Client accounts
- 6,469 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 7 | $966,697,673 | 91.9% |
| Investment companies | 3 | $85,415,167 | 8.1% |
Filing source
Form ADV 2068753 · Mar 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 14, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1509 N. MILWAUKEE AVE.LIBERTYVILLE, IL, 60048, United States
CRD 304290
Filing source
Form ADV 2068753 · Mar 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.