North South Capital, LLC
Firm details
- Headquarters
- New Lenox, Illinois
- CRD number
- 148158
- Registered since
- April 16, 2009
- Website
- www.northsouthcap.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.56%
- Individuals46.44%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
North South Capital, LLC is a limited liability company that operates as an independent broker-dealer and serves primarily individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and conducts educational seminars and workshops. Its compensation combines percentage-of-AUM and fixed-fee arrangements. The business is organized under individual ownership and is authorized to operate in multiple states, with registrations in Illinois, Indiana and Texas. The firm does not identify itself as an ESG investor and does not position as a multi-state RIA; its activity centers on retail wealth services delivered through the broker-dealer channel.
Assets & Accounts
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
- Other61%
- Exchange Traded Equities25%
- Cash & Cash Equivalents13%
- State & Local Bonds1%
Contacts
3 of 10Aaron Vasil
Vice PresidentCRD 4534079
Christopher Odonnell
Head of Global Equity Sales and TradingCRD 3010853
Ree Grossman
Vice PresidentCRD 1852996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Lenox, IL
Will
Location
New Lenox, IL
Headquartered in New Lenox, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Will
- Address
- 321 W Maple St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Lenox Financial Services, Inc.
Broker-DealerNew Lenox, IL
March Capital Corp.
Broker-DealerChicago, IL
Landolt Securities, Inc.
Broker-DealerLake Bluff, IL
Insight Securities, Inc.
Broker-DealerHighland Park, IL
Correll Co Investment Services Corp.
Broker-DealerHickory Hills, IL
Access Financial Group, Inc.
Broker-DealerChicago, IL