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 registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, and also provides portfolio management services to business and institutional clients. SRC does not identify itself as an ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
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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