|
⚲
|
| Busey Capital Management Inc
✚
|
|
|---|---|
| CRD # | 128044 |
| SEC # | 801-62359 |
| CIK # | |
| AUM | $429.0 MM (2023-03-21) |
| Employees | 19 (68% Investors, 0% Brokers) |
| Phone | 217-365-4800 |
| Address | 201 W Main Street Urbana, IL 61801 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 565 | 148.2 |
| (b) Individuals (high net worth individuals) | 7 | 6.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 181.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 92.3 |
| (n) Other | 0 | 0.0 |
| Total | 757 | 429.0 |
| By Discretionary | ||
| Discretionary | 757 | 429.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 757 | 429.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 429.0 | |
| Total | 757 | 429.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vantage Financial Partners LLC
✚
|
WI | 0.4 |
|
Atlas Brown Inc
✚
|
KY | 0.4 |
|
Trellis Advisors LLC
✚
|
WA | 0.4 |
|
Dodds Wealth LLC
✚
|
CO | 0.4 |
|
Monument Group Wealth Advisors LLC
✚
|
MA | 0.4 |
|
Steffes Financial Ltd
✚
|
KS | 0.4 |
|
Collegiate Capital Management Inc
✚
|
NC | 0.4 |
|
Westchester Capital Management Inc
✚
|
NE | 0.4 |
|
WJ Interests LLC
✚
|
TX | 0.4 |
|
Manske Wealth Management LLC
✚
|
TX | 0.4 |