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 a small, independently owned advisory firm organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on portfolio management for individuals/small businesses as well as for business or institutional accounts. SRC is not positioned as a capital allocator, does not identify as an active ESG investor, and is not reported as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Richard 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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