BUSEY CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- URBANA, Illinois
- CRD number
- 128044
- Registered since
- September 30, 2003
- Website
- www.busey.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations51.97%
- Individuals26.49%
- Corporations / Businesses18.31%
- HNWI3.23%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Busey Capital Management, Inc. is a corporation that has been SEC-registered as an investment adviser since 2003. The firm serves individual and family clients and provides discretionary portfolio management for individuals, small businesses and for business or institutional clients. Its stated fee mix combines a percentage-of-assets model with the possibility of performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Filings list industry affiliations that include acting as a registered municipal advisor and connections to banking/thrift and real estate brokerage activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds38%
- Public Funds/Mutual Funds32%
- Investment Grade Corp Bonds30%
Owners & executives
1 of 1RENEA HARBERT
Chief Fiduciary OfficerCRD 8236604
Contacts
3 of 6GRANT MCKAY
Senior Vice PresidentCRD 2465023
MERCIA MOORE
Compliance AnalystCRD 3238615
AARON SUTTON
Senior Vice PresidentCRD 4409913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$929M in ETFs
91%
$844M
1%
$85.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $107M | 335,088 | 11.57% |
Location
URBANA, IL
CHAMPAIGN
Location
URBANA, IL
Headquartered in URBANA, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- CHAMPAIGN
- Address
- 201 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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