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DEFINED CAPITAL LLC
CRD 317360
1550 SPRING ROAD, SUITE 215, OAK BROOK, IL, 60523, United States
Phone
(630) 544-2525
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.6M
Discretionary AUM
$43.6M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $29.7M |
| High net worth individuals | 14 | $14.0M |
All web addresses on file
Official SEC filing: View on IAPD