James Veers
Studio Investment Management · Chicago, Illinois
James Veers is a fee-only financial advisor at Studio Investment Management in Chicago, Illinois, who holds the CFP and CFA credentials. Studio Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Studio Investment Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $903.0M across 961 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL · CRD 7775311 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.studioinvestment.com |
| Profile |
How James's firm compares
- Studio Investment Management's average account is about $940,000, from its Form ADV (assets managed divided by 961 accounts).
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Questions about James
Is James Veers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Studio Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Studio Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Veers based?
James Veers is based in Chicago, Illinois.
What credentials does James Veers hold?
James Veers holds the CFP and CFA credentials.
Is James Veers registered with the SEC?
Yes. James Veers is registered as an investment adviser representative in IL (CRD 7775311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Studio Investment Management manage?
Studio Investment Management reports $903.0M across 961 accounts in assets under management.
How do I contact James Veers?
Through James's website, www.studioinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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