Morningstar Investment Management LLC
● SEC registered since 1999CRD 108031SEC# 801-56896Chicago, IL
Reg. AUM
$87.82B
Employees
267
Accounts
515,981
Location
Chicago, IL
Morningstar Investment Management LLC assets under management
Morningstar Investment Management LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 1999. It reports $87.8 billion in regulatory assets under management and employs 267 people.
Morningstar Investment Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brock Allan Johnson Control | Co-President, Morningstar Retirement | Under 5% | 2019 |
| Daniel Needham Control | Co-President, Morningstar Wealth | Under 5% | 2015 |
| Morningstar, Inc. Control | Sole Member | Over 75% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Morningstar Investment Management LLC manage?
Morningstar Investment Management LLC reports $87.8 billion in regulatory assets under management on its Form ADV.
How many employees does Morningstar Investment Management LLC have?
Morningstar Investment Management LLC reports 267 employees.
Where is Morningstar Investment Management LLC located?
Morningstar Investment Management LLC is based in Chicago, IL and has been SEC-registered since 1999.
Does Morningstar Investment Management LLC disclose fund performance?
Morningstar 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 | 22 West Washington Street, Chicago, IL 60602 |
| Phone | 312-696-6000 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1673385 |
| Discloses disciplinary history | No |
Regulatory AUM
$87.82B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$87.82Bregulatory AUM
Discretionary $87.82B