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| Keyboard |
| Capital Resource Management Inc
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|---|---|
| CRD # | 106768 |
| SEC # | 801-38549 |
| CIK # | |
| AUM | 593.2 M (2026-03-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 847-948-1700 |
| Address | 770 Lake Cook Rd Deerfield, IL 60015-4920 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 6.5 |
| (b) Individuals (high net worth individuals) | 28 | 551.1 |
| (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 | 1 | 4.4 |
| (h) Charitable organizations | 3 | 31.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 124 | 593.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 124 | 593.2 |
| Total | 124 | 593.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 593.2 | |
| Total | 124 | 593.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Endeavor Private Wealth Inc
✚
|
KS | 595.3 M |
|
Hedeker Wealth LLC
✚
|
IL | 595.1 M |
|
Affinity Investment Group LLC
✚
|
NH | 595.1 M |
|
Innovative Financial Solutions NJ LLC
✚
|
NJ | 594.9 M |
|
Disciplined Investments LLC
✚
|
OK | 592.8 M |
|
Delta Financial Advisors LLC
✚
|
LA | 592.3 M |
|
Gerber LLC
✚
|
OH | 592.1 M |
|
Wealth Preservation Advisors LLC
✚
|
TN | 591.6 M |
|
Hoxton Planning & Management LLC
✚
|
WV | 591.5 M |
|
Poehling Capital Management Inc
✚
|
WI | 591.3 M |