Wolverine Trading, LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
—
Advisory reps
74
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
36848
Registered since
August 11, 1994

Firm profile

FINTRX

Overview

Wolverine Trading, LLC is organized as a limited liability company and has been SEC-registered since 1994. The available record identifies ownership as a combination of a domestic entity and individuals. The firm is marked as not a capital allocator and is not flagged as an active ESG investor, pension consultant, related adviser, or a multistate adviser in the dataset. The provider did not disclose details about the firm’s client base, fee structure, or advisory and business activities in the materials provided. The firm appears in regulatory filings that report large public equity positions, which frames it more as an institutional trading participant than a traditional advisory boutique based on the holdings data that follow.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • David Cavicke

    David Cavicke

    Chief Legal OfficerCRD 6027073

  • Casey Mcmahon

    Chief Compliance OfficerCRD 6117524

  • Craig Murray

    Chief Compliance OfficerCRD 6136205

Contacts

3 of 71
  • Christopher Gust

    PartnerCRD 2311366

  • Robert Bellick

    Managing DirectorCRD 1715715

  • Robert Moroz

    Robert Moroz

    TraderCRD 2307278

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 212

Active vs passive

$2.4B in ETFs

Passive

98%

$2.4B

Active

1%

$43.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$608M915,71025.34%

Location

Primary office

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
175 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth