Advyzon Investment Management, LLC
● SEC registered since 2022CRD 318816SEC# 801-123361Lisle, IL
Reg. AUM
$1.68B
Employees
21
Accounts
7,784
Location
Lisle, IL
About Advyzon Investment Management
Advyzon Investment Management is the investment arm of the Advyzon platform for advisory firms, offering managed portfolios, a model marketplace, outsourced CIO services, partnered trading, and tax-aware tools. It sits alongside Advyzon's broader portfolio management, reporting, CRM, and planning software.
Summary based on the firm’s website.
Advyzon Investment Management, LLC assets under management
Advyzon Investment Management, LLC is an SEC-registered investment adviser based in Lisle, IL. The firm has been registered since 2022. It reports $1.7 billion in regulatory assets under management and employs 21 people.
Advyzon Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Ernest Huckstep Control | Chief Investment Officer | Under 5% | 2022 |
| Lee C Andreatta Control | Chief Executive Officer | Under 5% | 2022 |
| Meghan Elyse Holmes Control | Chief Operating Officer | Under 5% | 2022 |
| Meghan Elyse Holmes Control | Chief Compliance Officer | Under 5% | 2023 |
| Yhlsoft, Inc. Control | Shareholder | Over 75% | 2022 |
| Hailin (no Middle Name) Li Control | Shareholder | Over 75% | 2012 |
Frequently asked questions
How much does Advyzon Investment Management, LLC manage?
Advyzon Investment Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Advyzon Investment Management, LLC have?
Advyzon Investment Management, LLC reports 21 employees.
Where is Advyzon Investment Management, LLC located?
Advyzon Investment Management, LLC is based in Lisle, IL and has been SEC-registered since 2022.
Does Advyzon Investment Management, LLC disclose fund performance?
Advyzon Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4300 Commerce Court, Suite 260, Lisle, IL 60532 |
| Phone | 844-340-1898 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.68B▲ 234%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,369 advisers
EmployeesTop 23%
More than 77% of 16,804 advisers
Assets under management
$1.68Bregulatory AUM
Discretionary $1.19BNon-discretionary $490.1M