FIRM PROFILE

MORNINGSTAR INVESTMENT MANAGEMENT LLC

CRD 108031 · Source month: August 2026

Reported business facts

CRD number: 108031Reported in SEC monthly data
Legal name: MORNINGSTAR INVESTMENT MANAGEMENT LLCReported in SEC monthly data
Regulatory assets under management: $87,824,400,000.00Reported in SEC monthly data
Employees: 267Reported in SEC monthly data
Employees performing advisory functions: 52Reported in SEC monthly data
Individual clients (other than high net worth): 512,688Reported in SEC monthly data
High net worth individual clients: 3,271Reported in SEC monthly data
Banking or thrift institution clients: Not reportedObserved missing state
Investment company clients: 3Reported in SEC monthly data
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: 1Reported in SEC monthly data
Pension and profit-sharing plan clients: 3Reported in SEC monthly data
Charitable organization clients: Not reportedObserved missing state
State or municipal government clients: Not reportedObserved missing state
Other investment adviser clients: Not reportedObserved missing state
Insurance company clients: Not reportedObserved missing state
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: Not reportedObserved missing state
Other clients: 15Reported in SEC monthly data

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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