Asset manager · Highland Park, IL
Precise Investment Management, Inc.
SEC-registered investment adviser · CRD 282557 · SEC 801-124750
At a glance
Precise Investment Management, Inc. is an SEC-registered investment adviser based in Highland Park, Illinois, with $349 million in regulatory assets under management as of its Form ADV filed September 29, 2026. Its largest client group by assets is corporations or other businesses, and it reports 42 individual clients. By Form ADV it is a asset manager, ranked 1,849th of 3,218 asset managers and 9,416th of 17,210 SEC-registered advisers by assets.
Main office 702-906-0940As filed on Form ADV
- Regulatory AUM
- $349M
- Rank among asset managers
- #1,849 of 3,218
- Rank among all SEC RIAs
- #9,416 of 17,210
- Rank in Illinois
- #418 of 684
- Individual clients
- 42
- High-net-worth clients
- 17
- Accounts
- 80
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 6
- Offices
- 4
Owners and executives on its Form ADV
- Myrna E. ChaviraPresident
- James J KimChief Compliance Officer
Custody and brokerage
10 custodians
- UBS$102M29%
- Creand Securities$61M18%
- BNY Pershing$52M15%
- CBH Bank$43M12%
- Axos$34M10%
- J.P. Morgan$31M9%
- Itau International Securities$13M4%
- Citi$9M3%
- Stonex Financial$2M<1%
- Interactive Brokers$2M<1%
Broker-dealer
Hybrid RIA
Precise Investment Management, Inc. is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Insight Securities, Inc..
- Insight Securities, Inc. ↗CRD 5611
Its Form ADV brochure (filed September 2026) names Insight Securities as the broker-dealer its advisers are registered with.
Additionally, advisory representatives of Precise are also registered with Insight.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 46 | $289M | 83% |
| High-net-worth individuals | 17 | $41M | 12% |
| Individuals | 25 | $20M | 6% |
Disciplinary disclosures
Precise Investment Management, Inc. answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Precise Investment Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 953 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Precise Investment Management, Inc. manage?
Precise Investment Management, Inc. reports $349 million in regulatory assets under management across 80 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 29, 2026.
What kind of firm is Precise Investment Management, Inc.?
Precise Investment Management, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Precise Investment Management, Inc.’s clients?
By assets, its largest client types are corporations or other businesses ($289 million, 46 clients); high-net-worth individuals ($41 million, 17 clients); individuals ($20 million, 25 clients).
Does Precise Investment Management, Inc. have any disciplinary history?
Precise Investment Management, Inc. answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Precise Investment Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →