# CHOREO, LLC

CHOREO, LLC of ROCKFORD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 111221
- Type: SEC-registered investment adviser
- SEC file number: 801-57236
- Location: 6735 VISTAGREEN WAY, SUITE 110, ROCKFORD, IL, 61107
- Phone: 888-312-2467
- Latest filing: 2026-07-10
- Regulatory AUM: $19.1B
- Discretionary AUM: $17.1B
- Non-discretionary AUM: $2.1B
- Clients: 232
- Accounts: 24,999

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (115)

_Showing 25 of 115 people._

| Name | Role | Location |
| --- | --- | --- |
| Molly Festa McMillin | CHIEF FINANCIAL OFFICER | Charlotte, NC |
| Lisa Marie Tamburini | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Chicago, IL |
| Lawrence Kenneth Miles | CHIEF EXECUTIVE OFFICER; EXECUTIVE VICE PRESIDENT, CORPORATE DEVELOPMENT; EXECUTIVE VICE PRESIDENT, STRATEGIC PARTNERSHIPS | — |
| Matthew Ari Gotlin | CHIEF INVESTMENT OFFICER | — |
| Jason Dale Van De Loo | CHIEF EXECUTIVE OFFICER | — |
| Michael David Rittershaus | CHIEF SERVICE OFFICER | — |
| Shelley Grant Smith | CHIEF HUMAN RESOURCES OFFICER | — |
| Keith Scott Kotfica | CHIEF GROWTH OFFICER | — |
| Gregory Scott Dowler | CHIEF OPERATING OFFICER | — |
| Gregory Wayne Blair | CHIEF INFORMATION OFFICER | — |
| Marissa Claire Fox-Foley | CHIEF MARKETING OFFICER | — |
| Craig James Bartlett | SENIOR VICE PRESIDENT OF ADVISORS | — |
| Roger Carlton Ochs | PRESIDENT | — |
| COHEN JOAN KELLY | VP & DIRECTOR | — |
| ANDERSON MICHELLE MARIE | COMPLIANCE OFFICER | — |
| ADAMS DIANA M | PRESIDENT AND CHIEF EXECUTIVE OFFICER; REGIONAL MANAGING DIRECTOR | — |
| KIRLEY THOMAS GLENN | SR. VP AND CHIEF OPERATING OFFICER; SR. VP, ECONOMICS UNIT; SR. VP, ECONOMIC UNITS | — |
| MOSS KIMPA A | CHIEF HR OFFICER; EXECUTIVE VICE PRESIDENT, NATIONAL TAX; EXECUTIVE VICE PRESIDENT, TAX (+2 more) | — |
| TRIGG DANIEL W | EXECUTIVE VICE PRESIDENT, FINANCIAL INSTITUTIONS | — |
| OPHEIM DOUGLAS WAYNE | CHIEF FINANCIAL OFFICER AND TREASURER; CHIEF US CLIENT OPERATIONS OFFICER; CHIEF US OPERATIONS OFFICER (+3 more) | — |
| SIDERS THOMAS R | EXEC. VICE PRES., ECONOMIC UNIT BUSINESS PLANNING; EXEC. VICE PRES., OPERATIONS; EXEC VP, EU OPERATIONS | — |
| MURPHY THOMAS G | EXEC. VICE PRES., MANUFACTURING; EXEC VP, MANUFACTURING; EXEC VP, MANUFACTURING & DISTRIBUTION | — |
| ZACK JAY A | EXECUTIVE VICE PRESIDENT - WEALTH MANAGEMENT; EXEC VP | — |
| SIEMSEN RANDALL H | EVP NATIONAL CONSULTING | — |
| DENNIS JOSEPH LEROY | EVP, ASSURANCE SERVICES; EXEC VP, ASSURANCE SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111221/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111221/similar
- Related entities: https://search.stillhousedata.com/firm/111221/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111221

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.