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Dream Capital Advisors, LLC

● SEC registered since 2014CRD 142788SEC# 801-79378Lincolnshire, IL
Export (members)
Reg. AUM
$695.3M
Employees
2
Accounts
84
Location
Lincolnshire, IL

Dream Capital Advisors, LLC assets under management

Dream Capital Advisors, LLC is an SEC-registered investment adviser based in Lincolnshire, IL. The firm has been registered since 2014. It reports $695.3 million in regulatory assets under management and employs 2 people.

Dream Capital Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert James Cook ControlPresident And CcoOver 75%2006

Frequently asked questions

How much does Dream Capital Advisors, LLC manage?

Dream Capital Advisors, LLC reports $695.3 million in regulatory assets under management on its Form ADV.

How many employees does Dream Capital Advisors, LLC have?

Dream Capital Advisors, LLC reports 2 employees.

Where is Dream Capital Advisors, LLC located?

Dream Capital Advisors, LLC is based in Lincolnshire, IL and has been SEC-registered since 2014.

Does Dream Capital Advisors, LLC disclose fund performance?

Dream Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 Parkway Drive, Suite 150, Lincolnshire, IL 60069
Phone847-970-9090
Office hours8:30 To 4:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$695.3M▲ 19%
Mar '25 — $585.2MApr '25 — $585.2MMay '25 — $585.2MJun '25 — $585.2MJul '25 — $585.2MAug '25 — $585.2MSep '25 — $585.2MOct '25 — $585.2MNov '25 — $585.2MDec '25 — $585.2MJan '26 — $585.2MFeb '26 — $585.2MMar '26 — $695.3MApr '26 — $695.3MMay '26 — $695.3MJun '26 — $695.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$695.3Mregulatory AUM
Discretionary $695.3M