← Back to searchVisit website
CAPITAL RESOURCE MANAGEMENT,INC.
CAPITAL RESOURCE MANAGEMENT INC
CRD 106768 · SEC 801-38549
770 LAKE COOK RD, SUITE 370, DEERFIELD, IL, 60015-4920, United States
Phone
847-948-1700
Fax
847-948-1705
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$593.2M
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $6.5M |
| High net worth individuals | 28 | $551.1M |
| Pension/profit sharing plans | 1 | $4.4M |
| Charitable organizations | 3 | $31.2M |
States served
IL
All web addresses on file
Official SEC filing: View on IAPD