SRC CAPITAL MANAGEMENT
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 130310
- Website
- www.srccapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
SRC Capital Management is an independent, individually owned registered investment adviser organized as an LLC that provides discretionary portfolio management to individuals, families and small businesses as well as to business or institutional clients. The firm charges fees as a percentage of assets under management and states its primary advisory activity as portfolio management. SRC does not identify itself as an active ESG investor and is not listed as a multi-state adviser.
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
- Exchange Traded Equities90%
- Derivatives10%
Owners & executives
1 of 1RICHARD SMITH
CEO & Chief Investment OfficerCRD 4625299
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 200 E Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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