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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-30 |
| AR | RA | APPROVED | 2025-02-26 |
| MO | RA | APPROVED | 2024-03-22 |
| NJ | RA | APPROVED | 2023-11-14 |
| LA | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED | 2023-11-13 |
Branch Locations
1880 S Dairy Ashford Rd Ste 403, Houston, TX 77077 • United States
25145 Star Lane Suite 302, Katy, TX 77494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven Smith Insurance Agency | Katy | TX | 09/2000 | Present |
| State Farm Vp Management Corp. | Katy | TX | 09/2009 | Present |
| State Farm Investment Management Corp | Katy | TX | 11/2023 | Present |
| State Farm Vp Management Corp. | Houston | TX | 04/2025 | Present |
| State Farm Investment Management Corp | Houston | TX | 04/2025 | Present |
| Steven Smith Insurance Agency | Houston | TX | 09/2000 | Present |
1) Intertravel; non-investment-related; 777 Atlantic Avenue Del Ray Beach FL 33483; travel agency for personal travel; Trustee/Independent contractor; 12/1/2021; 5; 0; 2) Steven Smith's Insurance Agency; Investment-related; 1806 Avenue D Ste 107 Katy TX 77493 and 1880 S Dairy Ashford Rd Ste 403 Houston, TX 77077-4860; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2000; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-22 |
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