SOCIETY INVESTMENT MANAGEMENT

SOCIETY INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 121697). Regulatory assets under management: $22.4M.

Registration

• CRD: 121697
• Type: Registered investment adviser
• Phone: 410-744-0052
• Latest filing: 2026-03-27
• Regulatory AUM: $22.4M
• Discretionary AUM: $22.3M
• Non-discretionary AUM: $106K
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121697 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search