Liberty One Investment Management, LLC
● SEC registered since 2019CRD 304290SEC# 801-116826Libertyville, IL
Reg. AUM
$1.05B
Employees
20
Accounts
6,469
Location
Libertyville, IL
Liberty One Investment Management, LLC assets under management
Liberty One Investment Management, LLC operates as an SEC-registered investment adviser based in Libertyville, IL. The firm has been registered since 2019. It reports $1.1 billion in regulatory assets under management and employs 20 people.
Liberty One Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 818, Inc. Control | Member | Over 75% | 2018 |
| Benjamin William Pahl Control | President | Under 5% | 2019 |
| Brayden Wayne Cummings Control | Chief Compliance Officer | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Liberty One Investment Management, LLC manage?
Liberty One Investment Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Liberty One Investment Management, LLC have?
Liberty One Investment Management, LLC reports 20 employees.
Where is Liberty One Investment Management, LLC located?
Liberty One Investment Management, LLC is based in Libertyville, IL and has been SEC-registered since 2019.
Does Liberty One Investment Management, LLC disclose fund performance?
Liberty One 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 | 1509 N. Milwaukee Ave., Libertyville, IL 60048 |
| Phone | 847-680-9255 |
| Fax | 847-680-9051 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1807328 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▼ 56%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.05B