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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2011
- Office Locations
- 3
Office Locations
About Studio Investment Management
STUDIO Investment Management is a Chicago-based RIA serving retail and institutional clients with wealth planning and financial planning, including tax and estate planning, insurance, and business-succession support. Portfolios focus on diversified asset allocation using ETFs and index-oriented funds alongside fixed income. Custodied at Charles Schwab, with Pontera used for held-away assets.
Team overview
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Platform
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Owner & Executives
NEHA PRABHU HOWERY
PRINCIPAL, Systems Analyst
- CRD
- #6470936
- Ownership
- Less than 5%
MICHAEL CURTIS WOLCOTT JR
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #3003484
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PHILIP S SLEVIN
--
- CRD
- #6180668
James Peter Veers
--
- CRD
- #7775311
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $902,977,842 | $939,623 |
| Non-Discretionary | $0 | -- |
| Total | $902,977,842 | $939,623 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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