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Christian Brothers Investment Services, Inc.

● SEC registered since 1981CRD 104604SEC# 801-16639Chicago, IL
Export (members)
Reg. AUM
$11.94B
Employees
38
Accounts
1
Location
Chicago, IL

Christian Brothers Investment Services, Inc. assets under management

Christian Brothers Investment Services, Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1981. It reports $11.9 billion in regulatory assets under management and employs 38 people.

Christian Brothers Investment Services, Inc. owners & executives

17 reported
NameTitleOwnershipSince
Carolyn Ann Shields ControlChief Financial OfficerUnder 5%2024
Christian Brothers of the Midwest District ControlShareholder10-25%1995
Christine Cecelia Novotny ControlChief Operating OfficerUnder 5%2024
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Frequently asked questions

How much does Christian Brothers Investment Services, Inc. manage?

Christian Brothers Investment Services, Inc. reports $11.9 billion in regulatory assets under management on its Form ADV.

How many employees does Christian Brothers Investment Services, Inc. have?

Christian Brothers Investment Services, Inc. reports 38 employees.

Where is Christian Brothers Investment Services, Inc. located?

Christian Brothers Investment Services, Inc. is based in Chicago, IL and has been SEC-registered since 1981.

Does Christian Brothers Investment Services, Inc. disclose fund performance?

Christian Brothers Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 South Wacker Drive, Suite 2400, Chicago, IL 60606
Phone312-803-6440
Fax855-634-5716
Office hours8:30-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$11.94B▲ 12%
Jan '25 — $10.7BFeb '25 — $10.7BMar '25 — $11.54BApr '25 — $11.54BMay '25 — $11.54BJun '25 — $11.54BJul '25 — $11.54BAug '25 — $11.54BSep '25 — $11.54BOct '25 — $11.54BNov '25 — $11.54BDec '25 — $11.54BJan '26 — $11.54BFeb '26 — $11.54BMar '26 — $11.94BApr '26 — $11.94BMay '26 — $11.94BJun '26 — $11.94B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$11.94Bregulatory AUM
Discretionary $11.94B