CRD: 108031
Morningstar Investment Management LLC
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- Custodian
- Ascensus · Charles Schwab & Company · Lincoln Financial · Security Benefit · State Street · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-18-1999
- Office Locations
- 15
Office Locations
About Morningstar Investment Management LLC
Morningstar provides connected investment data, independent research and ratings, and investor-first tools used by advisors, wealth managers, asset managers, institutional investors, and fintechs. The firm supports portfolio construction and long-term portfolio strategies through research platforms, model portfolios, and portfolio management capabilities, with an emphasis on transparency, independence, and conflict-aware processes. Headquartered in Chicago with 40+ offices globally.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BROCK ALLAN JOHNSON
Co-President, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
SARA FRANCES KASUN-FRETZ
Chief Compliance Officer, Secretary
- CRD
- #4904519
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Francis A Anello
--
- CRD
- #4483053
REBECCA LYNN BENNETT
--
- CRD
- #4658991
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,824,400,000 | $170,209 |
| Non-Discretionary | $0 | -- |
| Total | $87,824,400,000 | $170,209 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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