Central Illinois Group, LLC
● SEC registered since 2026CRD 341748SEC# 801-136469Champaign, IL
Reg. AUM
$491.9M
Employees
8
Accounts
1,123
Location
Champaign, IL
About Central Illinois Group
Central Illinois Group, presenting as LifeWise Wealth Advisors, offers financial planning, wealth management, business-owner advisory, and tax planning coordination. It emphasizes coordinating investments, retirement income, and estate planning in a single client conversation.
Summary based on the firm’s website.
Central Illinois Group, LLC assets under management
Central Illinois Group, LLC is an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2026. It reports $491.9 million in regulatory assets under management and employs 8 people.
Central Illinois Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James McDowell Control | Partner & Certified Financial Planner | 10-25% | 2025 |
| Caleb Jonathan Smoes Control | Chief Executive Officer & Wealth Advisor | 25-50% | 2023 |
| John David Foley Control | Founding Partner & Certified Financial Planner | 25-50% | 2025 |
| John Ryan Kennedy Control | Managing Partner & Certified Financial Planner | 10-25% | 2025 |
| Lonny Scott Elfenbein | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Central Illinois Group, LLC manage?
Central Illinois Group, LLC reports $491.9 million in regulatory assets under management on its Form ADV.
How many employees does Central Illinois Group, LLC have?
Central Illinois Group, LLC reports 8 employees.
Where is Central Illinois Group, LLC located?
Central Illinois Group, LLC is based in Champaign, IL and has been SEC-registered since 2026.
Does Central Illinois Group, LLC disclose fund performance?
Central Illinois Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2911 Crossing Court, Suite 102, Champaign, IL 61822 |
| Phone | 217 351 8755 |
| Fax | 217-398-2788 |
| Office hours | 8:00 T0 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,369 advisers
EmployeesTop 47%
More than 53% of 16,804 advisers
Assets under management
$491.9Mregulatory AUM
Discretionary $487.9MNon-discretionary $4M