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Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-02-26
SC RA APPROVED 2025-02-26
GA RA APPROVED 2023-05-10
  • AL RA
    APPROVED
    Since 2025-02-26
  • SC RA
    APPROVED
    Since 2025-02-26
  • GA RA
    APPROVED
    Since 2023-05-10

Branch Locations

5575 Chamblee Dunwoody Rd Ste C, Dunwoody, GA 30338 • United States

25 Oak Hill Cir, Cartersville, GA 30120-2133 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steve Paige Insurance Agency Sandy Springs GA 01/2011 01/2023
State Farm Vp Management Corp. Sandy Springs GA 01/2011 01/2023
Steve Paige Insurance Agency Atlanta GA 01/2023 01/2026
State Farm Vp Management Corp. Atlanta GA 01/2023 01/2026
State Farm Investment Management Corp Atlanta GA 01/2023 01/2026
State Farm Investment Management Corp Sandy Springs GA 01/2011 01/2023
State Farm Investment Management Corp Dunwoody GA 01/2026 Present
Steve Paige Insurance Agency Dunwoody GA 01/2026 Present
State Farm Vp Management Corp. Dunwoody GA 01/2026 Present
State Farm Investment Management Corp Cartersville GA 04/2026 Present
State Farm Vp Management Corp. Cartersville GA 04/2026 Present
Steve Paige Insurance Agency Cartersville GA 04/2026 Present
  • 01/2011 → 01/2023
    Steve Paige Insurance Agency
    Sandy Springs, GA
  • 01/2011 → 01/2023
    State Farm Vp Management Corp.
    Sandy Springs, GA
  • 01/2023 → 01/2026
    Steve Paige Insurance Agency
    Atlanta, GA
  • 01/2023 → 01/2026
    State Farm Vp Management Corp.
    Atlanta, GA
  • 01/2023 → 01/2026
    Atlanta, GA
  • 01/2011 → 01/2023
    Sandy Springs, GA
  • 01/2026 → Present
    Dunwoody, GA
  • 01/2026 → Present
    Steve Paige Insurance Agency
    Dunwoody, GA
  • 01/2026 → Present
    State Farm Vp Management Corp.
    Dunwoody, GA
  • 04/2026 → Present
    Cartersville, GA
  • 04/2026 → Present
    State Farm Vp Management Corp.
    Cartersville, GA
  • 04/2026 → Present
    Steve Paige Insurance Agency
    Cartersville, GA
Other Businesses

1) Steve Paige Insurance Agency; Investment-related; 5575 Chamblee Dunwoody Rd Ste C Dunwoody, GA 30338 and 25 Oak Hill Cir, Cartersville, GA 30120-2133; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2011; 80; 80; Service customers and supervise employees 2) Claritas Capital; Non-Investment Related; 30 Burton Hills Blvd #500 Nashville, TN 37215; Other; Partner; None; 08/07/2026; 0; 0; None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-13
S63 Uniform Securities Agent State Law Examination 2010-06-16
  • S65 Uniform Investment Adviser Law Examination
    2023-04-13
  • S63 Uniform Securities Agent State Law Examination
    2010-06-16
Other Names
  • Steve Paige

View on SEC IAPD

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