CHOREO, LLC
CRD #111221 SEC #801-57236 ROCKFORD, IL 312-702-1680
SEC Registered
Total AUM
$18.2B
Discretionary
$16B
Employees
218
Clients
51
Accounts
25,137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $18.2B | $16B | $2.2B | 218 | 235 |
| Aug 2025 | $18.2B | $16B | $2.2B | 218 | 235 |
| Mar 2025 | $18.2B | $16B | $2.2B | 218 | 235 |
| Oct 2024 | $16B | $15.1B | $949.6M | 225 | 659 |
| Oct 2024 | $16B | $15.1B | $949.6M | 225 | 659 |
| Mar 2024 | $16B | $15.1B | $949.6M | 225 | 659 |
| Dec 2023 | $12.2B | $12.1B | $124.6M | 189 | 147 |
| Sep 2023 | $12.2B | $12.1B | $124.6M | 189 | 147 |
| Mar 2023 | $12.2B | $12.1B | $124.6M | 189 | 147 |
| Jan 2023 | $9.6B | $9.5B | $112.1M | 137 | 114 |
| Jul 2022 | $9.6B | $9.5B | $112.1M | 137 | 114 |
| May 2022 | $10B | $7.8B | $2.1B | 126 | 142 |
| Feb 2022 | $10B | $7.8B | $2.1B | 126 | 142 |
| Jan 2022 | $7.5B | $7.5B | $9.4M | 127 | 142 |
| Nov 2021 | $7.5B | $7.5B | $9.4M | 127 | 142 |
| Oct 2021 | $7.5B | $7.5B | $9.4M | 127 | 142 |
| Jul 2021 | $7.5B | $7.5B | $9.4M | 127 | 142 |
| May 2021 | $5.6B | $5.1B | $494.8M | 123 | 112 |
| Dec 2020 | $5.6B | $5.1B | $494.8M | 123 | 112 |
| Aug 2020 | $5.6B | $5.1B | $494.8M | 123 | 112 |
| Jul 2020 | $5.6B | $5.1B | $494.8M | 123 | 112 |
| Jun 2020 | $5.8B | $5.2B | $569.2M | 125 | 96 |
| Sep 2019 | $5.8B | $5.2B | $569.2M | 125 | 96 |
| Jul 2019 | $5.8B | $5.2B | $569.2M | 125 | 96 |
| May 2019 | $5.7B | $5.1B | $597.3M | 116 | 98 |
| May 2019 | $5.7B | $5.1B | $597.3M | 116 | 98 |
| Feb 2019 | $5.7B | $5.1B | $597.3M | 116 | 98 |
| Jul 2018 | $5.7B | $5.1B | $597.3M | 116 | 98 |
| Jun 2018 | $6B | $4.9B | $1.1B | 112 | 0 |
| May 2018 | $6B | $4.9B | $1.1B | 112 | 0 |
| Sep 2017 | $6B | $4.9B | $1.1B | 112 | 3,800 |
| Jul 2017 | $6B | $4.9B | $1.1B | 112 | 3,800 |
| Jul 2017 | $5.3B | $4.3B | $1.1B | 100 | 3,700 |
| Apr 2017 | $5.3B | $4.3B | $1.1B | 100 | 3,700 |
| Dec 2016 | $5.3B | $4.3B | $1.1B | 100 | 3,700 |
| Oct 2016 | $5.3B | $4.3B | $1.1B | 100 | 3,700 |
| Sep 2016 | $5.3B | $4.3B | $1.1B | 100 | 3,700 |
| Jul 2016 | $5.3B | $4.3B | $1.1B | 100 | 3,700 |
| Jul 2016 | $5B | $4.1B | $890.5M | 92 | 3,500 |
| Apr 2016 | $5B | $4.1B | $890.5M | 92 | 3,500 |
| Oct 2015 | $5B | $4.1B | $890.5M | 92 | 3,500 |
| Sep 2015 | $5B | $4.1B | $890.5M | 92 | 3,500 |
| Jul 2015 | $5B | $4.1B | $890.5M | 92 | 3,500 |
| Feb 2015 | $5B | $4B | $1B | 84 | 3,300 |
| Dec 2014 | $5B | $4B | $1B | 84 | 3,300 |
| Jul 2014 | $5B | $4B | $1B | 84 | 3,300 |
| Oct 2013 | $4.9B | $3.5B | $1.4B | 81 | 3,300 |
| Jul 2013 | $4.9B | $3.5B | $1.4B | 81 | 3,300 |
| May 2013 | $4.2B | $3B | $1.1B | 78 | 3,500 |
| Apr 2013 | $4.2B | $3B | $1.1B | 78 | 3,500 |
| Apr 2013 | $4.2B | $3B | $1.1B | 78 | 3,500 |
| Feb 2013 | $4.2B | $3B | $1.1B | 78 | 3,500 |
| Aug 2012 | $4.2B | $3B | $1.1B | -- | 3,500 |
| Jul 2012 | $4.2B | $3B | $1.1B | -- | 3,500 |
| May 2012 | $4.2B | $3.1B | $1.1B | -- | 3,500 |
| Apr 2012 | $4.2B | $3.1B | $1.1B | -- | 3,500 |
| Mar 2012 | $4.2B | $3.1B | $1.1B | -- | 3,500 |
| Mar 2012 | $4.1B | $3B | $1.1B | -- | 3,500 |
| Dec 2011 | $4.1B | $3B | $1.1B | -- | 3,500 |
| Dec 2011 | $4.1B | $3B | $1.1B | -- | 3,500 |
| Nov 2011 | $4.1B | $3B | $1.1B | -- | 3,500 |
| Jul 2011 | $4.1B | $3B | $1.1B | -- | -- |
| Jul 2011 | $3.4B | $2.5B | $847.7M | -- | -- |
| Dec 2010 | $3.4B | $2.5B | $847.7M | -- | -- |
| Jul 2010 | $3.4B | $2.5B | $847.7M | -- | -- |
| Jun 2010 | $2.7B | $1.8B | $908.1M | -- | -- |
| Oct 2009 | $2.7B | $1.8B | $908.1M | -- | -- |
| Jun 2009 | $3.4B | $2.1B | $1.3B | -- | -- |
| Jan 2008 | $3.2B | $1.7B | $1.5B | -- | -- |
| Oct 2007 | $3.2B | $1.7B | $1.5B | -- | -- |
| Sep 2007 | $3.2B | $1.7B | $1.5B | -- | -- |
| Aug 2007 | $3.2B | $1.7B | $1.5B | -- | -- |
| May 2007 | $2.2B | $873.7M | $1.4B | -- | -- |
| Mar 2007 | $2.2B | $873.7M | $1.4B | -- | -- |
| Jan 2007 | $2.2B | $873.7M | $1.4B | -- | -- |
| Dec 2006 | $2.2B | $873.7M | $1.4B | -- | -- |
| Nov 2006 | $2.2B | $873.7M | $1.4B | -- | -- |
| Jul 2004 | $1.2B | $300.5M | $856.7M | -- | -- |
| Apr 2002 | $550.1M | $11M | $539.1M | -- | -- |
DateOct 2025
Total AUM$18.2B
Discretionary$16B
Non-Disc.$2.2B
Employees218
Clients235
DateAug 2025
Total AUM$18.2B
Discretionary$16B
Non-Disc.$2.2B
Employees218
Clients235
DateMar 2025
Total AUM$18.2B
Discretionary$16B
Non-Disc.$2.2B
Employees218
Clients235
DateOct 2024
Total AUM$16B
Discretionary$15.1B
Non-Disc.$949.6M
Employees225
Clients659
DateOct 2024
Total AUM$16B
Discretionary$15.1B
Non-Disc.$949.6M
Employees225
Clients659
DateMar 2024
Total AUM$16B
Discretionary$15.1B
Non-Disc.$949.6M
Employees225
Clients659
DateDec 2023
Total AUM$12.2B
Discretionary$12.1B
Non-Disc.$124.6M
Employees189
Clients147
DateSep 2023
Total AUM$12.2B
Discretionary$12.1B
Non-Disc.$124.6M
Employees189
Clients147
DateMar 2023
Total AUM$12.2B
Discretionary$12.1B
Non-Disc.$124.6M
Employees189
Clients147
DateJan 2023
Total AUM$9.6B
Discretionary$9.5B
Non-Disc.$112.1M
Employees137
Clients114
DateJul 2022
Total AUM$9.6B
Discretionary$9.5B
Non-Disc.$112.1M
Employees137
Clients114
DateMay 2022
Total AUM$10B
Discretionary$7.8B
Non-Disc.$2.1B
Employees126
Clients142
DateFeb 2022
Total AUM$10B
Discretionary$7.8B
Non-Disc.$2.1B
Employees126
Clients142
DateJan 2022
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$9.4M
Employees127
Clients142
DateNov 2021
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$9.4M
Employees127
Clients142
DateOct 2021
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$9.4M
Employees127
Clients142
DateJul 2021
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$9.4M
Employees127
Clients142
DateMay 2021
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$494.8M
Employees123
Clients112
DateDec 2020
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$494.8M
Employees123
Clients112
DateAug 2020
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$494.8M
Employees123
Clients112
DateJul 2020
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$494.8M
Employees123
Clients112
DateJun 2020
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$569.2M
Employees125
Clients96
DateSep 2019
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$569.2M
Employees125
Clients96
DateJul 2019
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$569.2M
Employees125
Clients96
DateMay 2019
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$597.3M
Employees116
Clients98
DateMay 2019
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$597.3M
Employees116
Clients98
DateFeb 2019
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$597.3M
Employees116
Clients98
DateJul 2018
Total AUM$5.7B
Discretionary$5.1B
Non-Disc.$597.3M
Employees116
Clients98
DateJun 2018
Total AUM$6B
Discretionary$4.9B
Non-Disc.$1.1B
Employees112
Clients0
DateMay 2018
Total AUM$6B
Discretionary$4.9B
Non-Disc.$1.1B
Employees112
Clients0
DateSep 2017
Total AUM$6B
Discretionary$4.9B
Non-Disc.$1.1B
Employees112
Clients3,800
DateJul 2017
Total AUM$6B
Discretionary$4.9B
Non-Disc.$1.1B
Employees112
Clients3,800
DateJul 2017
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1.1B
Employees100
Clients3,700
DateApr 2017
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1.1B
Employees100
Clients3,700
DateDec 2016
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1.1B
Employees100
Clients3,700
DateOct 2016
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1.1B
Employees100
Clients3,700
DateSep 2016
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1.1B
Employees100
Clients3,700
DateJul 2016
Total AUM$5.3B
Discretionary$4.3B
Non-Disc.$1.1B
Employees100
Clients3,700
DateJul 2016
Total AUM$5B
Discretionary$4.1B
Non-Disc.$890.5M
Employees92
Clients3,500
DateApr 2016
Total AUM$5B
Discretionary$4.1B
Non-Disc.$890.5M
Employees92
Clients3,500
DateOct 2015
Total AUM$5B
Discretionary$4.1B
Non-Disc.$890.5M
Employees92
Clients3,500
DateSep 2015
Total AUM$5B
Discretionary$4.1B
Non-Disc.$890.5M
Employees92
Clients3,500
DateJul 2015
Total AUM$5B
Discretionary$4.1B
Non-Disc.$890.5M
Employees92
Clients3,500
DateFeb 2015
Total AUM$5B
Discretionary$4B
Non-Disc.$1B
Employees84
Clients3,300
DateDec 2014
Total AUM$5B
Discretionary$4B
Non-Disc.$1B
Employees84
Clients3,300
DateJul 2014
Total AUM$5B
Discretionary$4B
Non-Disc.$1B
Employees84
Clients3,300
DateOct 2013
Total AUM$4.9B
Discretionary$3.5B
Non-Disc.$1.4B
Employees81
Clients3,300
DateJul 2013
Total AUM$4.9B
Discretionary$3.5B
Non-Disc.$1.4B
Employees81
Clients3,300
DateMay 2013
Total AUM$4.2B
Discretionary$3B
Non-Disc.$1.1B
Employees78
Clients3,500
DateApr 2013
Total AUM$4.2B
Discretionary$3B
Non-Disc.$1.1B
Employees78
Clients3,500
DateApr 2013
Total AUM$4.2B
Discretionary$3B
Non-Disc.$1.1B
Employees78
Clients3,500
DateFeb 2013
Total AUM$4.2B
Discretionary$3B
Non-Disc.$1.1B
Employees78
Clients3,500
DateAug 2012
Total AUM$4.2B
Discretionary$3B
Non-Disc.$1.1B
Employees--
Clients3,500
DateJul 2012
Total AUM$4.2B
Discretionary$3B
Non-Disc.$1.1B
Employees--
Clients3,500
DateMay 2012
Total AUM$4.2B
Discretionary$3.1B
Non-Disc.$1.1B
Employees--
Clients3,500
DateApr 2012
Total AUM$4.2B
Discretionary$3.1B
Non-Disc.$1.1B
Employees--
Clients3,500
DateMar 2012
Total AUM$4.2B
Discretionary$3.1B
Non-Disc.$1.1B
Employees--
Clients3,500
DateMar 2012
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees--
Clients3,500
DateDec 2011
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees--
Clients3,500
DateDec 2011
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees--
Clients3,500
DateNov 2011
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees--
Clients3,500
DateJul 2011
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees--
Clients--
DateJul 2011
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$847.7M
Employees--
Clients--
DateDec 2010
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$847.7M
Employees--
Clients--
DateJul 2010
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$847.7M
Employees--
Clients--
DateJun 2010
Total AUM$2.7B
Discretionary$1.8B
Non-Disc.$908.1M
Employees--
Clients--
DateOct 2009
Total AUM$2.7B
Discretionary$1.8B
Non-Disc.$908.1M
Employees--
Clients--
DateJun 2009
Total AUM$3.4B
Discretionary$2.1B
Non-Disc.$1.3B
Employees--
Clients--
DateJan 2008
Total AUM$3.2B
Discretionary$1.7B
Non-Disc.$1.5B
Employees--
Clients--
DateOct 2007
Total AUM$3.2B
Discretionary$1.7B
Non-Disc.$1.5B
Employees--
Clients--
DateSep 2007
Total AUM$3.2B
Discretionary$1.7B
Non-Disc.$1.5B
Employees--
Clients--
DateAug 2007
Total AUM$3.2B
Discretionary$1.7B
Non-Disc.$1.5B
Employees--
Clients--
DateMay 2007
Total AUM$2.2B
Discretionary$873.7M
Non-Disc.$1.4B
Employees--
Clients--
DateMar 2007
Total AUM$2.2B
Discretionary$873.7M
Non-Disc.$1.4B
Employees--
Clients--
DateJan 2007
Total AUM$2.2B
Discretionary$873.7M
Non-Disc.$1.4B
Employees--
Clients--
DateDec 2006
Total AUM$2.2B
Discretionary$873.7M
Non-Disc.$1.4B
Employees--
Clients--
DateNov 2006
Total AUM$2.2B
Discretionary$873.7M
Non-Disc.$1.4B
Employees--
Clients--
DateJul 2004
Total AUM$1.2B
Discretionary$300.5M
Non-Disc.$856.7M
Employees--
Clients--
DateApr 2002
Total AUM$550.1M
Discretionary$11M
Non-Disc.$539.1M
Employees--
Clients--