Philip Slevin
Studio Investment Management · Lasalle, Illinois
Philip Slevin is a fee-only financial advisor at Studio Investment Management in Lasalle, Illinois. 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 | Lasalle, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $903.0M across 961 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 6180668 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.studioinvestment.com |
| Profile |
How Philip'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 Philip
Is Philip Slevin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip 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 Philip charge for financial advice?
Philip's firm, Studio Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Philip Slevin based?
Philip Slevin is based in Lasalle, Illinois.
Is Philip Slevin registered with the SEC?
Yes. Philip Slevin is registered as an investment adviser representative in IL and TX (CRD 6180668), 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 Philip Slevin?
Through Philip'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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