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CAP STRAT
OAKBROOK TERRACE, IL
630-320-5100
SEC #801-70212Total AUM
$21.3B
Employees
23Clients
339Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE PARKVIEW PLAZA
SUITE 620
OAKBROOK TERRACE
IL 60181
United States
SUITE 620
OAKBROOK TERRACE
IL 60181
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
630-320-5100
Financials
Total AUM
$21.3B
Accounts
1,069Discretionary
$5.3B
Accounts
675Non-Discretionary
$16B
Accounts
394
Clients
Individual Clients
27AUM
$11.8M
HNW Individual Clients
179AUM
$732.1M
Banking Clients
1AUM
$46.6M
Pension/Profit Sharing Plan Clients
105AUM
$18.6B
Charitable Organization Clients
9AUM
$95.6M
Corporation or Business Clients
18AUM
$1.8B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLILINNYTXWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.