Michael Wolcott
Studio Investment Management · Chicago, Illinois
Michael Wolcott is a fee-only financial advisor at Studio Investment Management in Chicago, Illinois, who holds the CFA credential. 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 | CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 3003484 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.studioinvestment.com |
How Michael'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 Michael
Is Michael Wolcott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Studio Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Wolcott based?
Michael Wolcott is based in Chicago, Illinois.
What credentials does Michael Wolcott hold?
Michael Wolcott holds the CFA credential.
Is Michael Wolcott registered with the SEC?
Yes. Michael Wolcott is registered as an investment adviser representative in IL and TX (CRD 3003484), 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 Michael Wolcott?
Through Michael'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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