Bulletproof Capital, LLC

RIASEC Registered
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 that positions itself as a capital allocator for both wealthy individuals/families and institutional clients. The firm is SEC-registered (2026) and offers a mix of fixed-fee and performance-based fee arrangements. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of sub-advisers or outside managers. The firm does not identify as an active ESG investor. Bulletproof Capital is organized as a limited liability company and reports both individual/family and institutional clients. Its business model combines direct portfolio management with the ability to place capital into pooled structures and to engage third-party managers, implying a hybrid operating approach that blends in-house management with outsourced allocations.

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

FINTRX

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
  • Michael Stritch

    Michael Stritch

    CEOCRD 3129542

  • Latesia Smoot

    Chief Financial OfficerCRD 8236072

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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