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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willis Towers Watson | Tempe | AZ | 01/2023 | 12/2025 |
| Corvel | Phoenix | AZ | 04/2011 | 09/2022 |
| State Farm Insurance | Kailua Kona | HI | 05/2026 | Present |
| State Farm Investment Management Corp | Kailua Kona | HI | 05/2026 | Present |
| State Farm Vp Management Corp | Kailua Kona | HI | 05/2026 | Present |
| Unemployed | Kailua Kona | HI | 12/2025 | 05/2026 |
| Unemployed | Williams | AZ | 09/2022 | 01/2023 |
1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 6/1/2026; 80; 80; Service customers 2) DLM Ohana AZ LLC; Investment Related; 10950 Singletree Trail Dewey, AZ 86327; Investment or Commercial Property; Owner; None; 02/21/2020; 1; 0; Track rent and expenses for accountant 3) DLM Ohana HI, LLC; Investment Related; 566A Puuopae Road Kapaa, HI 96746; Investment or Commercial Property; Owner; None; 02/20/2020; 0; 0; Personally Held Real Estate 4) SKY 409, LLC; Investment Related; Sonora Sky Resort Dewey, AZ 86327; Investment or Commercial Property; Owner; None; 04/01/2020; 0; 0; Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-18 |
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