Capital Resource Management Inc
● SEC registered since 1991CRD 106768SEC# 801-38549Deerfield, IL
Reg. AUM
$593.2M
Employees
4
Accounts
124
Location
Deerfield, IL
Capital Resource Management Inc assets under management
Capital Resource Management Inc is an SEC-registered investment adviser based in Deerfield, IL. The firm has been registered since 1991. It reports $593.2 million in regulatory assets under management and employs 4 people.
Capital Resource Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sherwin David Korey Control | President/Chief Compliance Officer | Over 75% | 1991 |
Frequently asked questions
How much does Capital Resource Management Inc manage?
Capital Resource Management Inc reports $593.2 million in regulatory assets under management on its Form ADV.
How many employees does Capital Resource Management Inc have?
Capital Resource Management Inc reports 4 employees.
Where is Capital Resource Management Inc located?
Capital Resource Management Inc is based in Deerfield, IL and has been SEC-registered since 1991.
Does Capital Resource Management Inc disclose fund performance?
Capital Resource Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 770 Lake Cook Rd, Suite 370, Deerfield, IL 60015-4920 |
| Phone | 847-948-1700 |
| Fax | 847-948-1705 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$593.2M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$593.2Mregulatory AUM
Discretionary $0Non-discretionary $593.2M