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Yuxing Zhang

Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. State Farm Investment Management Corp.May 2026 to now
  2. State Farm InsuranceMay 2026 to now
  3. Innealta Capital, LLCOct 2018 to Apr 2026
  4. Afam Capital, Inc.Jun 2017 to Oct 2018
  5. Rotella CapitalMar 2017 to May 2017
  6. University of ChicagoAug 2015 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7608243
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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