Clients
State Farm Investment Management serves 3,575 clients, 3,429 of them other individuals. The average client has about $3.6 million with the firm, and high-net-worth clients hold 1% of its $12.9 billion in assets.
- Individuals3,429 clients3%
- Investment companies1 clients96%
- High-net-worth individuals145 clients1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,429 | $402,903,579 | 3.1% | $117K |
| High-net-worth individuals | 145 | $75,756,421 | 0.6% | $522K |
| Investment companies | 1 | $12,460,000,000 | 96.3% | $12.46B |
| Total | 3,575 | $12,938,660,000 | 100% | $3.62M |
- Clients
- 3,429
- Regulatory AUM
- $402,903,579
- Share
- 3.1%
- Avg. per client
- $117K
- Clients
- 145
- Regulatory AUM
- $75,756,421
- Share
- 0.6%
- Avg. per client
- $522K
- Clients
- 1
- Regulatory AUM
- $12,460,000,000
- Share
- 96.3%
- Avg. per client
- $12.46B
Total
- Clients
- 3,575
- Regulatory AUM
- $12,938,660,000
- Share
- 100%
- Avg. per client
- $3.62M
What it does
State Farm Investment Management provides portfolio management for individuals and small businesses and portfolio management for investment companies. It is paid through a percentage of assets.
State Farm Investment Management provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($12.94B across 2,160 accounts) are managed with discretion. $478.7M sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks80%
- Funds20%
Custodians
State Farm Investment Management does not have custody of client assets.
- All other custodians$12.94B100%
Ownership and leadership
State Farm Life Insurance Company owns 75% or more of State Farm Investment Management.
- Owns 75% or more of State Farm Investment Management Corp.
State Farm Life Insurance Company
Control person · since September 2023
Leadership
- Kristyn CookExecutive Vice President & Director
- Jon FarneyPresident & Director
- Arash GhanbarpourVice President & Director
- Scott HintzVice President - Financial and Secretary
- Sarah MineauSenior Vice President & Director
- Bradley MontgomerySenior Vice President & Director
- Terrence LudwigChief Compliance Officer & Treasurer
Staff
- 7,930 employees
- 7,930 in advisory functions
- 6,880 state-registered reps
- 7,770 broker-dealer reps
- 6,990 insurance agents
Fees
State Farm Investment Management is paid through a percentage of assets under management.
State Farm Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, State Farm Investment Management has 6,443 offices, with 26 listed addresses across 13 states.
Illinois · 5 listed addresses
- One State Farm Plaza, B-2, BloomingtonHQ
- 604 E War Memorial DR, Peoria
- 2501 E College Ave Ste A, Bloomington
- 2313 E Oakland Ave, Bloomington
- 309 N Main ST, Paris
Georgia · 4 listed addresses
- 2242 Talley DR, Chamblee
- 6095 Pine MTN RD NW, Kennesaw
- 110 N Broad ST, Monroe
- 201 Allen RD Ste 404, Atlanta
Texas · 4 listed addresses
- 1150 State Street, Richardson
- 5018 Knickerbocker RD, San Angelo
- 3730 N Josey LN Ste 101, Carrollton
- 3201 Cross Timbers RD Ste 100, Flower Mound
Alabama · 2 listed addresses
- 1114 Bradshaw DR, Florence
- 7623 Spanish Fort BLVD, Spanish Fort
Florida · 2 listed addresses
- 6333 SW S.R. 200, Ocala
- 20330 Old Cutler RD, Cutler Bay
Michigan · 2 listed addresses
- 897 Washington Ave, Holland
- 12900 S US Hwy 27, Dewitt
Arizona · 1 listed address
- 400 E Rio Salado Parkway, Tempe
California · 1 listed address
- 3853 Taylor RD Ste F, Loomis
Kansas · 1 listed address
- 13501 W 87th Street Pkwy, Lenexa
Kentucky · 1 listed address
- 1107 S Virginia ST, Hopkinsville
Oregon · 1 listed address
- 610 SW Alder ST, Portland
Washington · 1 listed address
- 12120 E Mission Ave Ste 1, Spokane Valley
Wisconsin · 1 listed address
- 255 S Main ST, Cedar Grove
Registration details
- Legal name
- State Farm Investment Management Corp.
- Headquarters
- One State Farm Plaza, B-2, Bloomington, IL 61710-0001
- Phone
- 800-447-0740
- Website
- Not reported
- SEC file
- 801-8184
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does State Farm Investment Management have?
State Farm Investment Management has 3,575 clients and manages $12.9 billion for them, as of April 2026. They include 3,429 other individuals, 145 high-net-worth individuals and 1 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does State Farm Investment Management offer?
State Farm Investment Management provides portfolio management for individuals and small businesses and portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does State Farm Investment Management have?
State Farm Investment Management has 6,880 investment adviser representatives registered with state securities authorities, out of 7,930 employees, and 7,930 perform investment advisory functions. 7,770 are registered representatives of a broker-dealer and 6,990 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does State Farm Investment Management invest in?
At the end of its last fiscal year, State Farm Investment Management’s separately managed accounts held 80% exchange-traded equities and 20% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns State Farm Investment Management?
State Farm Investment Management’s direct owner is State Farm Life Insurance Company (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does State Farm Investment Management get paid?
State Farm Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file