Wealth Manager
    SEC Registered

    Morningstar Investment Management LLC

    Registered investment advisor · Chicago, Illinois · CRD #108031

    Assets Under Management
    $87.8B
    Client Accounts
    515,981
    Employees
    267
    CRD Number
    108031
    Registration
    SEC Registered
    Custodian
    Lincoln Financial Group Trust Company, Charles Schwab Trust Bank, State Street Bank & Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Morningstar Investment Management LLC

    Morningstar, Inc. is a financial services firm based in Chicago, Illinois, founded in 1984 by Joe Mansueto. The company provides independent investment research, data, ratings, and management services to empower investors globally. Morningstar started with a focus on mutual fund analysis and has grown significantly, launching the well-known Morningstar star rating for funds and expanding its offerings over the years. The firm offers a range of products and services, including fund and investmen

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Morningstar Investment Management LLC

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    Frequently Asked Questions

    What is Morningstar Investment Management LLC's AUM?

    Morningstar Investment Management LLC reports approximately $87.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Morningstar Investment Management LLC headquartered?

    Morningstar Investment Management LLC is headquartered in Chicago, Illinois.

    What is Morningstar Investment Management LLC's CRD number?

    Morningstar Investment Management LLC's CRD number is 108031. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Morningstar Investment Management LLC manage?

    Morningstar Investment Management LLC manages approximately 515,981 client accounts according to its latest SEC filing.

    Is Morningstar Investment Management LLC SEC registered?

    Yes, Morningstar Investment Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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