Michael Wolcott has been Managing Principal and Chief Compliance Officer of Studio Investment Management since August 2011, is a control person of the firm and directly owns under 5% of it. Michael Wolcott holds a B.S. in Finance from the University of Illinois at Chicago.
Studio Investment Management, LLC is a Chicago, IL firm with $903M under management, 355 clients and 4 advisers across 3 offices, as of its October 2026 filing.
Mike Wolcott is Principal of STUDIO and a founder of the firm. Previously, he founded Timeless Investment Management, an institutional manager formed with a venture capital investment by CalPERS. He also worked at William Blair, Skyline Asset Management, and Morningstar.
Michael Wolcott’s longest registration is the current one, 15 years at Studio Investment Management since 2011. Before joining Studio Investment Management in 2011, Michael Wolcott was registered through Summit Wealth Management, Inc.
- Studio Investment ManagementCurrent– present · 15 yearsChicago, IL · Adviser representative · Firm CRD 158489
- Summit Wealth Management, Inc– · under a yearSchaumburg, IL · Adviser representative · Firm CRD 105714
Professional designations
Listed by Studio Investment Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Michael Wolcott is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2011; the most recent is Texas, in November 2017.
- IllinoisSince 4 August 2011
- TexasResidentSince 8 November 2017
Examinations
No examinations are on Michael Wolcott’s record.
- Full name
- Michael Curtis Wolcott
- CRD
- 3003484
- Firm
- Studio Investment Management · CRD 158489
- Role
- Managing Principal and Chief Compliance Officer
- Office
- 1901 N. CLYBOURN AVE., SUITE 202, Chicago, IL 60614
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- studioinvestment.com
Where does Michael Wolcott work?
Michael Wolcott has been Managing Principal and Chief Compliance Officer of Studio Investment Management, LLC since August 2011, and is a control person of the firm.
Is Michael Wolcott a financial advisor?
Yes. Michael Wolcott has a current investment-adviser registration in Illinois and Texas, through Studio Investment Management since August 2011.
How many years of experience does Michael Wolcott have?
Michael Wolcott has 15 years in the financial industry, since August 2011, across 2 adviser firms.
Where is Michael Wolcott based?
Michael Wolcott’s registered office is in Chicago, IL.
Is Michael Wolcott registered with FINRA?
No. Michael Wolcott has no current broker registration.
Is Michael Wolcott a CFA charterholder?
Studio Investment Management lists Michael Wolcott with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Michael Wolcott’s record?
Search CRD 3003484 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Wolcott’s full registration record.