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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Resource Management Inc
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|---|---|
| CRD # | 106768 |
| SEC # | 801-38549 |
| CIK # | |
| AUM | $537.4 M (2025-03-04) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 847-948-1700 |
| Address | 770 Lake Cook Rd Deerfield, IL 60015-4920 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.4 |
| (b) Individuals (high net worth individuals) | 28 | 500.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.7 |
| (h) Charitable organizations | 3 | 27.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 537.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 126 | 537.4 |
| Total | 126 | 537.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 537.4 | |
| Total | 126 | 537.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cambridge Financial Group LLC
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AZ | 0.5 |
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Maximai Investment Partners LLC
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FL | 0.5 |
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Kitching Partners LLC
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PA | 0.5 |
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Hudson Capital Management LLC
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NJ | 0.5 |
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Steffes Financial Ltd
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KS | 0.5 |
|
Garrison Point Advisors LLC
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CA | 0.5 |
|
Hill Island Financial LLC
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MI | 0.5 |
|
First Fiduciary Investment Counsel Inc
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OH | 0.5 |
|
Socorro Asset Management LP
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|
TX | 0.5 |
|
Wealth Preservation Advisors LLC
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|
TN | 0.5 |