Capital Resource Management,Inc.

RIASEC Registered

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 independent, privately owned registered investment adviser that has been SEC-registered since 1991. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator, offering portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Capital Resource Management, Inc. was named among “Top RIA Firms to Watch” by investor.com in 2020.