Choreo, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 111221
· SEC file 801-57236
· Rockford, IL
· x.com
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $19.1B
- Discretionary
- $17.1B
- Clients
- 6,891
- Avg AUM / client
- $2.8M
- Accounts
- 24,999
- Employees
- 232
AUM over time
$4.1B
$19.1B
Nov 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Investments (13F portfolio — 1,613 positions, $8,145,185,381)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | GROWTH ETF | $454,260,634 | 1,040,017 | 5.58% | 2.37% |
| 2 | Vanguard Index Fds | VALUE ETF | $427,102,931 | 2,176,884 | 5.24% | 2.23% |
| 3 | Ishares Tr | RUS 1000 GRW ETF | $277,982,707 | 651,929 | 3.41% | 1.45% |
| 4 | Apple Inc | COM | $233,727,133 | 920,961 | 2.87% | 1.22% |
| 5 | Ishares Tr | CORE MSCI EAFE | $199,216,649 | 2,200,695 | 2.45% | 1.04% |
| 6 | Vanguard Bd Index Fds | TOTAL BND MRKT | $179,627,462 | 2,439,340 | 2.21% | 0.94% |
| 7 | Vanguard Index Fds | SM CP VAL ETF | $178,584,425 | 822,036 | 2.19% | 0.93% |
| 8 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $175,330,253 | 3,243,897 | 2.15% | 0.92% |
| 9 | Vanguard Index Fds | S&P 500 ETF SHS | $167,276,642 | 279,939 | 2.05% | 0.87% |
| 10 | Vanguard Index Fds | SML CP GRW ETF | $160,722,512 | 531,766 | 1.97% | 0.84% |
| 11 | Nvidia Corporation | COM | $159,339,086 | 913,707 | 1.96% | 0.83% |
| 12 | Microsoft Corp | COM | $114,826,369 | 310,205 | 1.41% | 0.6% |
| 13 | Bank America Corp | COM | $95,764,148 | 1,964,393 | 1.18% | 0.5% |
| 14 | Ishares Tr | CORE S&P500 ETF | $91,297,253 | 139,767 | 1.12% | 0.48% |
| 15 | State Str Spdr S&P 500 Etf T | TR UNIT | $90,964,346 | 371,432 | 1.12% | 0.48% |
| 16 | Schwab Strategic Tr | INTL EQTY ETF | $87,529,780 | 3,536,409 | 1.07% | 0.46% |
| 17 | Ishares Tr | RUS 1000 VAL ETF | $86,068,844 | 402,812 | 1.06% | 0.45% |
| 18 | Schwab Strategic Tr | US LRG CAP ETF | $85,607,829 | 3,338,839 | 1.05% | 0.45% |
| 19 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $85,420,966 | 1,333,248 | 1.05% | 0.45% |
| 20 | Ishares Inc | CORE MSCI EMKT | $79,929,486 | 1,145,992 | 0.98% | 0.42% |
| 21 | Dimensional Etf Trust | INTERNATNAL VAL | $77,731,381 | 1,472,743 | 0.95% | 0.41% |
| 22 | Amazon Com Inc | COM | $76,979,304 | 369,607 | 0.95% | 0.4% |
| 23 | Alphabet Inc | CAP STK CL A | $69,622,895 | 242,116 | 0.85% | 0.36% |
| 24 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $69,331,798 | 361,254 | 0.85% | 0.36% |
| 25 | Vanguard Index Fds | TOTAL STK MKT | $67,332,756 | 209,912 | 0.83% | 0.35% |
Top 25 of 1,613 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,402 | $1.0B | 5.45% |
| High net worth individuals | 4,392 | $16.7B | 87.4% |
| Pension and profit sharing plans | 18 | $589M | 3.08% |
| Charitable organizations | 36 | $576M | 3.01% |
| Corporations and other businesses | 43 | $195M | 1.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (147)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dowler, Gregory, Scott | Chief Operating Officer | Jul 2019 (7y) | Less than 5% | |
| Tamburini, Lisa, Marie | General Counsel And Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Blair, Gregory, Wayne | Chief Information Officer | Feb 2022 (5y) | Less than 5% | |
| Lawrence Kenneth Miles | Chief Executive Officer | Feb 2022 (5y) | 5% – 10% | |
| Fox Foley, Marissa, Claire | Chief Marketing Officer | Mar 2022 (4y) | Less than 5% | |
| Bartlett, Craig, James | Senior Vice President Of Advisors | Jul 2023 (3y) | Less than 5% | |
| Matthew Ari Gotlin | Chief Investment Officer | Nov 2023 (3y) | Less than 5% | |
| Mcmillin, Molly, Festa | Chief Financial Officer | Sep 2024 (2y) | Less than 5% | |
| Michael John Nicolini | Registered representative | CFP | Apr 2001 (25y) | |
| Keith Robert Mayhew | Registered representative | CFP | Jul 2001 (25y) | |
| Timothy Andrew Gianos | Registered representative | Nov 2002 (24y) | ||
| Michael Paul Watson | Registered representative | Mar 2003 (23y) | ||
| Rebecca Jane Greene | Registered representative | Jun 2004 (22y) | ||
| Scott Bernard Krowczyk | Registered representative | Jul 2004 (22y) | ||
| Edward E Thompson | Registered representative | Nov 2004 (22y) | ||
| Kenneth Christopher Kovarik | Registered representative | CFP | Feb 2005 (21y) | |
| Martin Michael Roth | Registered representative | CFP | Jun 2005 (21y) | |
| Kimberly Lynn Hillyard | Registered representative | Jan 2006 (21y) | ||
| Gregory Scott Davis | Registered representative | CFP | May 2007 (19y) | |
| Michael Lee Radford | Registered representative | CFP Personal Financial Specialist | Jun 2007 (19y) | |
| David Worth Winslow | Registered representative | CFP | Nov 2007 (19y) | |
| Kelly Marie Condon | Registered representative | May 2009 (17y) | ||
| Eric Nathan Alleckson | Registered representative | CFP | Jan 2010 (17y) | |
| Jeremy Daniel Fisher | Registered representative | Jan 2013 (14y) | ||
| Mary Patricia Saylor | Registered representative | CFP | Jun 2013 (13y) | |
| Steven Eric Kelley | Registered representative | CFP | Nov 2013 (13y) | |
| Jeffrey Scott Ramsey | Registered representative | Chartered Financial Consultant | Nov 2013 (13y) | |
| Michael Richard Giudici | Registered representative | Mar 2014 (12y) | ||
| Mark Edward Pniak | Registered representative | CFP | May 2014 (12y) | |
| Whitney Nicole Anderson | Registered representative | CFP | Jun 2015 (11y) | |
| Neil Douglas Blicher | Registered representative | CFP | May 2016 (10y) | |
| Ryan Edward Flynn | Registered representative | CFP | Sep 2016 (10y) | |
| Jessica Lynn Macklin | Registered representative | Nov 2016 (10y) | ||
| Charles Christopher Harker | Registered representative | CFP | Feb 2017 (9y) | |
| Raymond Max Morrill | Registered representative | CFP | Mar 2017 (9y) | |
| Michelle Renee Buria | Registered representative | CFP | Jul 2017 (9y) | |
| Leann Michelle Davies | Registered representative | Nov 2017 (9y) | ||
| Brent Richard Hulbert | Registered representative | May 2018 (8y) | ||
| Kathryn Jean Planck | Registered representative | CFP | May 2018 (8y) | |
| Terri Creekmore Laflam | Registered representative | Jun 2018 (8y) | ||
| Bryan David Moscinski | Registered representative | CFP | Aug 2018 (8y) | |
| John Alvin Kramer | Registered representative | CFP | Oct 2018 (8y) | |
| Birju R. Munshi | Registered representative | May 2019 (7y) | ||
| Peter Andrew Freddoso | Registered representative | CFP | Jul 2019 (7y) | |
| David Jon Smallidge | Registered representative | Dec 2019 (7y) | ||
| Timothy Lee Wesbrook | Registered representative | May 2020 (6y) | ||
| Dylan Joseph Barkley | Registered representative | CFP | Aug 2020 (6y) | |
| Jan Marie Stecker | Registered representative | Nov 2020 (6y) | ||
| Derek Matthew Vasko | Registered representative | CFA | Nov 2020 (6y) | |
| Anthony Christopher Spano | Registered representative | CFP | Dec 2020 (6y) | |
| Michael Lin | Registered representative | CFP | Dec 2020 (6y) | |
| Jacqueline Ann Kronewitter | Registered representative | CFP | Sep 2021 (5y) | |
| Mackenzie Jo Veldman | Registered representative | Dec 2021 (5y) | ||
| Bradley John Holterhaus | Registered representative | Jan 2022 (5y) | ||
| Jennifer Suzanne White | Registered representative | Feb 2022 (4y) | ||
| Lauren Allison Martinez | Registered representative | May 2022 (4y) | ||
| Alexander Joseph Draves | Registered representative | Sep 2022 (4y) | ||
| Jacob Aaron Kersey | Registered representative | CFP | Oct 2022 (4y) | |
| Erin Michelle Grabe | Registered representative | Dec 2022 (4y) | ||
| Sean Daniel Harrell | Registered representative | Jan 2023 (4y) | ||
| Noah Benjamin Jacobson | Registered representative | CFP | Jan 2023 (4y) | |
| Robin Leola Patin | Registered representative | CFP | Jan 2023 (4y) | |
| William George De Mar | Registered representative | CFP | Jan 2023 (4y) | |
| Gabriella Theresa Schmidt | Registered representative | Jan 2023 (4y) | ||
| Samuel Spector Nelson | Registered representative | Jan 2023 (4y) | ||
| David Robert Jones | Registered representative | Jan 2023 (4y) | ||
| Mark Stephen Clure | Registered representative | CFP | Jan 2023 (4y) | |
| Jordan Mary Shuck | Registered representative | Jan 2023 (4y) | ||
| Peter William Tomasch | Registered representative | CFP | Jan 2023 (4y) | |
| William Carlton Shepherd | Registered representative | Jan 2023 (4y) | ||
| Jeffrey Allen Gump | Registered representative | Jan 2023 (4y) | ||
| Nicholas Roger Bertozzi | Registered representative | Jan 2023 (4y) | ||
| Kevin Michael Shea | Registered representative | CFP | Jan 2023 (4y) | |
| Wesley Howell Watkins | Registered representative | Personal Financial Specialist | Jan 2023 (4y) | |
| Monica Thomas Hamilton | Registered representative | Personal Financial Specialist | Feb 2023 (3y) | |
| Richard David Cundey | Registered representative | CFP Chartered Financial Consultant | Feb 2023 (3y) | |
| Chloe Elizabeth Hanson | Registered representative | Apr 2023 (3y) | ||
| Mark Timothy Maund | Registered representative | Apr 2023 (3y) | ||
| Frank Edward Osman | Registered representative | CFP | May 2023 (3y) | |
| Donte' Jordan Blanchard | Registered representative | CFP | Jun 2023 (3y) | |
| Evan James Stout | Registered representative | CFP | Oct 2023 (3y) | |
| Anne Marie Phelps | Registered representative | Nov 2023 (3y) | ||
| April Louise Hayden | Registered representative | CFP | Nov 2023 (3y) | |
| Barbara Jean Devine | Registered representative | Nov 2023 (3y) | ||
| David Roman Juzwiak | Registered representative | CFA | Nov 2023 (3y) | |
| Mark David Biegel | Registered representative | Nov 2023 (3y) | ||
| Michael Joseph Lynch | Registered representative | CFP CFA | Nov 2023 (3y) | |
| Peter Paul Jenkins | Registered representative | CFP | Nov 2023 (3y) | |
| Trevor Joe Emery | Registered representative | Nov 2023 (3y) | ||
| William George Lowery | Registered representative | Nov 2023 (3y) | ||
| Zachary Thomas Pearsall | Registered representative | Nov 2023 (3y) | ||
| Ewa Stella Drabek | Registered representative | Nov 2023 (3y) | ||
| Dorothy Evelyn Bossung | Registered representative | CFP | Dec 2023 (3y) | |
| Sydney Cross | Registered representative | Apr 2024 (2y) | ||
| Linda Kay Winkelman | Registered representative | May 2024 (2y) | ||
| Patrick Anthony Burchfield | Registered representative | Jun 2024 (2y) | ||
| Katherine Grace Bublitz | Registered representative | Jul 2024 (2y) | ||
| Cameron Jason Rebant | Registered representative | Oct 2024 (2y) | ||
| Taylor Mcclellan Greenleaf | Registered representative | Oct 2024 (2y) | ||
| Candida Marie Weinrick | Registered representative | Nov 2024 (2y) | ||
| Nickolas Sherek | Registered representative | Nov 2024 (2y) | ||
| Joseph K Stern | Registered representative | Dec 2024 (2y) | ||
| Art Steven Martinez Federis | Registered representative | CFP | Jan 2025 (2y) | |
| Nikolas Thomas Dialynas | Registered representative | Jan 2025 (2y) | ||
| Christopher Gerald Widing | Registered representative | CFP | Jan 2025 (2y) | |
| Eli Nathan Lerner | Registered representative | CFP | Jan 2025 (2y) | |
| Krista Alexandra Baumgardner | Registered representative | CFP | Jan 2025 (2y) | |
| Graham Sterton Fisher | Registered representative | Jan 2025 (2y) | ||
| Andrea Marie Ringlein | Registered representative | Feb 2025 (1y) | ||
| Ryne Henrich | Registered representative | CFP | Apr 2025 (1y) | |
| Randy R Beeman | Registered representative | May 2025 (1y) | ||
| Kyle James Peterson | Registered representative | May 2025 (1y) | ||
| Matthew Alfonso Casatico | Registered representative | May 2025 (1y) | ||
| Jakob Andrew Boley | Registered representative | May 2025 (1y) | ||
| Christa Liane Rubenzer Schonscheck | Registered representative | CFP | Jul 2025 (1y) | |
| Michael Leland Barratt | Registered representative | Aug 2025 (1y) | ||
| Abigail Catherine O'rourke | Registered representative | CFP | Sep 2025 (1y) | |
| Audrey Blanke | Registered representative | CFP | Oct 2025 (1y) | |
| Kristian Ivan Ayala | Registered representative | Oct 2025 (1y) | ||
| Andrew Erik Thompson | Registered representative | CFP | Jan 2026 (1y) | |
| Matthew Tyler Bankston | Registered representative | Jan 2026 (1y) | ||
| Dawn Drewitz | Registered representative | CFP | Jan 2026 (1y) | |
| James Michael Morgan | Registered representative | CFA | Jan 2026 (1y) | |
| Erik Walter Merkau | Registered representative | CFA | Jan 2026 (1y) | |
| Joanna Christine Cryan Aiken | Registered representative | Jan 2026 (1y) | ||
| James Boyd Waller | Registered representative | Jan 2026 (1y) | ||
| Stephen David Sear | Registered representative | Jan 2026 (1y) | ||
| Lisa Antoinette Edwards | Registered representative | CFP CFA | Jan 2026 (1y) | |
| James Christopher Decota | Registered representative | Feb 2026 (0y) | ||
| Anthony Robert Luppi | Registered representative | CFP | Mar 2026 (0y) | |
| Donald Dean Mccormick | Registered representative | Mar 2026 (0y) | ||
| Camerone Vincent Giancaterino | Registered representative | CFP | Mar 2026 (0y) | |
| Kyle O'neill | Registered representative | Mar 2026 (0y) | ||
| Peter Christopher Pape | Registered representative | CFP | Mar 2026 (0y) | |
| Thomas Ronald Sylvester | Registered representative | CFP | Mar 2026 (0y) | |
| Dominic Loyola Voiland | Registered representative | Mar 2026 (0y) | ||
| Matthew C. Kline | Registered representative | Mar 2026 (0y) | ||
| Josh Robert Laychock | Registered representative | Mar 2026 (0y) | ||
| William Joseph Fisher | Registered representative | Mar 2026 (0y) | ||
| Sheri Werner Nickolas | Registered representative | Apr 2026 (0y) | ||
| Dalton E Bickford | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Katherine Anne Burak | Registered representative | CFP | Apr 2026 (0y) | |
| Daniel Kenneth Brackett | Registered representative | CFP | May 2026 (0y) | |
| Nino Sujashvili | Registered representative | Jun 2026 (0y) | ||
| Alyssa Zentner | Registered representative | CFP | Jun 2026 (0y) | |
| Brian Anthony Pugal | Registered representative | CFP | Jul 2026 (0y) | |
| Peter Michael Maris | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Compass Parent, L.P. | Member | Feb 2022 | A | 75% or more |
| Parthenon Investors Vi, L.P. | Limited Partner | Feb 2022 | B | ≈ 18.75% – 50% via Compass Parent, L.P. |
| Parthenon Investors Vi Parallel, L.P. | Limited Partner | Feb 2022 | B | ≈ 18.75% – 50% via Compass Parent, L.P. |
| Pcp Partners Vi, L.P. | General Partner | Feb 2022 | B | GP / trustee / elected manager of Parthenon Investors Vi, L.P. (indirect) |
| Pcp Vi Gp Holdings, Llc | General Partner | Feb 2022 | B | GP / trustee / elected manager of Compass Parent, L.P. (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Parthenon Investors Vi, L.P.: 25% – 50% of Compass Parent, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Parthenon Investors Vi Parallel, L.P.: 25% – 50% of Compass Parent, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (17)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Prent Corporation Employees' Profit Sharing Plan | Prent Corporation | 419 | $49.4M | 08/01/2024 |
| Helm Group, Inc. 401(k) Plan | Helm Group, Inc. | 350 | $63.9M | 01/01/2024 |
| Tipperary Sales, Inc. Profit Sharing Plan | Tipperary Sales, Inc. | 120 | $12.9M | 01/01/2024 |
| The Iowa Clinic 401(k) Profit Sharing Plan | The Iowa Clinic, P.C. | 1,230 | $329M | 01/01/2024 |
| Winamac Coil Spring, Inc Employees' Profit Sharing Plan And Trust | Winamac Coil Spring, Inc. | 148 | $17.8M | 01/01/2024 |
| Genesis Health System Retirement Savings Plan | Trinity Health Corporation | 4,699 | $361M | 01/01/2024 |
| The Rasmussen Group, Inc. 401(k) Retirement Plan | The Rasmussen Group, Inc. | 912 | $46.5M | 01/01/2024 |
| Penn Power Group, Llc Union 401(k) Plan | Penn Power Group, Llc | 115 | $8.1M | 01/01/2024 |
| Penn Power Group, Llc Non Union 401(k) Plan | Penn Power Group, Llc | 379 | $32.5M | 01/01/2024 |
| Gates Automotive Group Ees Retirement Plan | Gates Automotive Corporation | 214 | $15.7M | 01/01/2024 |
| Cbe Companies 401(k) Retirement Plan | Cbe Companies, Inc. | 542 | $16.0M | 01/01/2024 |
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Advance Trading, Inc. 401(k) Plan And Esop | Advance Trading, Inc. | 78 | $98.3M | 01/01/2024 |
| Turf Equipment & Supply Co., Inc 401(k) Pension Plan | Turf Equipment & Supply Company, Inc | 169 | $30.7M | 01/01/2024 |
| Carle Profit Sharing Plan | Carle Holding Company, Inc. | 1,869 | $330M | 01/01/2024 |
| Carle Foundation Hospital And Affiliates Matching Tsa Plan | Carle Foundation Hospital And Affiliates | 16,060 | $1.4B | 01/01/2024 |
| Field 401(k) Retirement Plan | Derry Enterprises, Inc. Dba Field Fastener Supply Company | 296 | $21.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $14.6B (76% of AUM) Jul 2026
- National Financial Services (Fidelity) $2.3B (12% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗