LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Legal name: LIBERTY ONE INVESTMENT MANAGEMENT
CRD #304290 SEC #801-116826 LIBERTYVILLE, IL 847-680-9255
SEC Registered
Total AUM
$2.4B
Discretionary
$1.2B
Employees
19
Clients
--
Accounts
17,279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $2.4B | $1.2B | $1.2B | 19 | 0 |
| Sep 2025 | $2.4B | $1.2B | $1.2B | 19 | 0 |
| Apr 2025 | $2.4B | $1.2B | $1.2B | 19 | 0 |
| Mar 2025 | $2.4B | $1.2B | $1.2B | 19 | 0 |
| Aug 2024 | $2B | $1.1B | $887.1M | 18 | 0 |
| Jun 2024 | $2B | $1.1B | $887.1M | 18 | 0 |
| Mar 2024 | $2B | $1.1B | $887.1M | 18 | 0 |
| Feb 2024 | $2B | $1.1B | $887.1M | 18 | 0 |
| Sep 2023 | $1.5B | $1B | $414.6M | 17 | 0 |
| May 2023 | $1.5B | $1B | $414.6M | 17 | 0 |
| May 2023 | $1.5B | $1B | $414.6M | 17 | 0 |
| Mar 2023 | $1.5B | $1B | $414.6M | 17 | 0 |
| Mar 2023 | $1.5B | $1B | $414.6M | 17 | 0 |
| Feb 2023 | $1.2B | $1.2B | $0 | 14 | 0 |
| Jan 2023 | $1.2B | $1.2B | $0 | 14 | 0 |
| Oct 2022 | $1.2B | $1.2B | $0 | 14 | 0 |
| May 2022 | $1.2B | $1.2B | $0 | 14 | 0 |
| Feb 2022 | $1.2B | $1.2B | $0 | 14 | 0 |
| May 2021 | $866.2M | $866.2M | $0 | 14 | 0 |
| Mar 2021 | $866.2M | $866.2M | $0 | 14 | 0 |
| Feb 2021 | $866.2M | $866.2M | $0 | 14 | 0 |
| Feb 2021 | $866.2M | $866.2M | $0 | 14 | 0 |
| Jan 2021 | $764.8M | $764.8M | $0 | 12 | 0 |
| Nov 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Oct 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Jul 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Jun 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Jun 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Jun 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Mar 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Mar 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Feb 2020 | $764.8M | $764.8M | $0 | 12 | 0 |
| Jan 2020 | $652M | $652M | $0 | 10 | 0 |
| Oct 2019 | $652M | $652M | $0 | 10 | 0 |
| Oct 2019 | $0 | $0 | $0 | 9 | 0 |
| May 2019 | $0 | $0 | $0 | 9 | 0 |
DateOct 2025
Total AUM$2.4B
Discretionary$1.2B
Non-Disc.$1.2B
Employees19
Clients0
DateSep 2025
Total AUM$2.4B
Discretionary$1.2B
Non-Disc.$1.2B
Employees19
Clients0
DateApr 2025
Total AUM$2.4B
Discretionary$1.2B
Non-Disc.$1.2B
Employees19
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$1.2B
Non-Disc.$1.2B
Employees19
Clients0
DateAug 2024
Total AUM$2B
Discretionary$1.1B
Non-Disc.$887.1M
Employees18
Clients0
DateJun 2024
Total AUM$2B
Discretionary$1.1B
Non-Disc.$887.1M
Employees18
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.1B
Non-Disc.$887.1M
Employees18
Clients0
DateFeb 2024
Total AUM$2B
Discretionary$1.1B
Non-Disc.$887.1M
Employees18
Clients0
DateSep 2023
Total AUM$1.5B
Discretionary$1B
Non-Disc.$414.6M
Employees17
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1B
Non-Disc.$414.6M
Employees17
Clients0
DateMay 2023
Total AUM$1.5B
Discretionary$1B
Non-Disc.$414.6M
Employees17
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1B
Non-Disc.$414.6M
Employees17
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1B
Non-Disc.$414.6M
Employees17
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateOct 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMay 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateFeb 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMay 2021
Total AUM$866.2M
Discretionary$866.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$866.2M
Discretionary$866.2M
Non-Disc.$0
Employees14
Clients0
DateFeb 2021
Total AUM$866.2M
Discretionary$866.2M
Non-Disc.$0
Employees14
Clients0
DateFeb 2021
Total AUM$866.2M
Discretionary$866.2M
Non-Disc.$0
Employees14
Clients0
DateJan 2021
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateNov 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateOct 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$764.8M
Discretionary$764.8M
Non-Disc.$0
Employees12
Clients0
DateJan 2020
Total AUM$652M
Discretionary$652M
Non-Disc.$0
Employees10
Clients0
DateOct 2019
Total AUM$652M
Discretionary$652M
Non-Disc.$0
Employees10
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0