CAPITAL RESOURCE MANAGEMENT,INC.

RIASEC RegisteredEst. 1991

Total AUM

$593M

Discretionary

0% of AUM

Avg account

$4.8M

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: DEERFIELD, Illinois
CRD number: 106768
Registered since: April 12, 1991
Website: crminvest.com
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.91%
Charitable Organizations5.26%
Individuals1.1%
Pension & Profit Sharing Plans0.74%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Resource Management, Inc. is an established SEC-registered advisory firm (since 1991) that acts as a capital allocator for a mix of high-net-worth individuals, families and institutional clients. The firm provides discretionary and non-discretionary portfolio management, selection of outside advisers and pension consulting services. Its business model combines fee approaches — percentage of AUM, hourly and fixed fees — and the firm reports an owner-type of individual ownership. Investment activity shows a clear tilt toward professionally managed, pooled public funds: mutual funds and similar vehicles are the single largest holding category. At the same time Capital Resource Management, Inc. evaluates and allocates to third-party alternative managers, positioning itself as a conduit to private equity and hedge fund strategies where appropriate. The firm is not active in ESG investing as a stated policy. Investor.com recognized the firm among "Top RIA Firms to Watch" in 2020.