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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2026-08-27 |
| SC | RA | APPROVED | 2024-06-20 |
| GA | RA | APPROVED | 2023-06-26 |
Branch Locations
880 Marietta Hwy Ste F620, Roswell, GA 30075-6755 • United States
3901 Roswell Rd Suite 337, Marietta, GA 30062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andrew Smith Insurance Agency | Marietta | GA | 06/2019 | Present |
| Matt Godfrey Insurance Agency | Kennesaw | GA | 07/2013 | 01/2019 |
| State Farm Vp Management Corp | Marietta | GA | 10/2022 | Present |
| State Farm Insurance | Atlanta | GA | 01/2019 | 06/2019 |
| State Farm Investment Management Corp | Marietta | GA | 06/2023 | Present |
| State Farm Investment Management Corp | Roswell | GA | 09/2025 | Present |
| State Farm Vp Management Corp | Roswell | GA | 09/2025 | Present |
| Andrew Smith Insurance Agency | Roswell | GA | 09/2025 | Present |
1) New Horizons Tech Recovery; non-investment-related; 105 Laguna Pointe Dr, League City, TX 77573; Other; board Member; none; 04/11/2025; 1;0; Review bank statements 2) Andrew Smith's Insurance Agency; Investment-related; 3901 Roswell Rd Ste 337 Marietta, GA 30062-8814 and 880 Marietta Hwy Ste F620 Roswell, GA 30075-6755; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2019; 80; 80; Service customers and supervise employees 3) Claritas; Investment Related; 30 Burton Hills Blvd Nashville, TN 37215; Investment or Commercial Property; Other; None; 06/30/2026; 0; 0; Develops, buys and sells certain properties, at times will acquire smaller businesses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-21 |
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