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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-26 |
Branch Locations
445 Baxter Ave Ste 220, Louisville, KY 40204 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Shelbyville | KY | 11/2025 | 05/2026 |
| State Farm Vp Management Corp. | Shelbyville | KY | 11/2025 | 05/2026 |
| Unemployment | Shelbyville | KY | 01/2025 | 10/2025 |
| Cpa Innovations, Llc Dba Sentient Solutions | Louisville | KY | 09/2019 | 12/2024 |
| Mcm Cpas & Advisors | Louisville | KY | 08/2013 | 09/2019 |
| State Farm Investment Management Corp | Shelbyville | KY | 11/2025 | 05/2026 |
| State Farm Vp Management Corp. | Louisville | KY | 05/2026 | Present |
| State Farm Investment Management Corp | Louisville | KY | 05/2026 | Present |
| Nathan Carter Insurance Agency | Louisville | KY | 05/2026 | Present |
1) Nathan Carter Insurance Agency; Investment Related; 445 Baxter Ave Ste 220 Louisville, KY 40204; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2026; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
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