Adam
Cave

State Farm Investment Management Corp

CRD#6576303
Investment Advisor
in Altoona, IA

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About this Advisor

Adam Cave is a financial advisor based in Altoona, Iowa, working with State Farm Investment Management Corp. Adam has previously held positions at Mutual Of Omaha Insurance Company, Tim Forbes Insurance Agency, Mutual Of Omaha Investor Services, Buena Vista University- Student, State Farm Vp Management Corp, and State Farm Investment Management Corp. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Adam is part of State Farm Investment Management Corp, which operates out of Altoona, Iowa. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

325 8Th St Se
Altoona, IA 50009

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

IA Average: $6,674,516,078
Total Number of Employees

22

IA Average: 44
Total Number of Accounts

4

IA Average: 2,564
Average Account Size

$2,541,134,043

IA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Adam Cave Work History

2021 - Present (3 years)

State Farm Investment Management Corp

2019 - Present (5 years)

State Farm Vp Management Corp

2016 - Present (8 years)

Tim Forbes Insurance Agency

2015 - 2016 (1 year)

Mutual Of Omaha Insurance Company

2015 - 2016 (1 year)

Mutual Of Omaha Investor Services

2011 - 2015 (4 years)

Buena Vista University- Student

Disclosures

Please visit the SEC profile of Adam Cave to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

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