Bulletproof Capital, LLC

RIASEC RegisteredEst. 2026
Total AUM
$576M
Discretionary
$576M
100% of AUM
Avg account
$36M
Accounts
16
Employees
8
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
341136
Registered since
May 20, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.89%
  • Charitable Organizations2.9%
  • HNWI1.21%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Bulletproof Capital, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. The firm positions itself as a capital allocator serving high-net-worth individuals and families as well as institutional clients. Its advisory mandate includes financial planning, direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third-party advisers. Compensation arrangements combine fixed fees with performance-based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 45%, Private Funds 24%, Exchange Traded Equities 8%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 7%, State & Local Bonds 3%, Other 2%, Investment Grade Corp Bonds 1%, Derivatives 1%45%
  • Non-Exchange Traded Equities45%
  • Private Funds24%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds7%

Owners & executives

2 of 2
  • Latesia Smoot

    Chief Financial OfficerCRD 8236072

  • Michael Stritch

    Michael Stritch

    CEOCRD 3129542

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth