Capital Resource Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$557,619,253
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
38
74% high-net worth
Advisors
1
of 4 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
LowAverage account size
$14,674,191
About
Capital Resource Management, Inc. provides bespoke portfolio management and consulting services to individuals, qualified retirement plans, corporations, partnerships, not-for-profits, trusts and estates. The firm develops asset allocations and recommends mutual funds, ETFs, private investments, and independent third‑party money managers, and will assist clients in acquiring Treasury instruments upon request.
CRM’s investment approach emphasizes asset allocation, expected returns, correlations and risk management rather than individual security selection; recommendations are derived from independent managers and implemented only after client approval. The firm continuously monitors manager performance, reviews portfolios for rebalancing, and delivers quarterly performance reports alongside regular client reviews.
Notably, CRM manages roughly $593 million of client assets on a non‑discretionary basis, a structure that is uncommon among similarly sized team firms and that leaves day‑to‑day trading authority with third‑party managers and clients. The firm also does not aggregate trades across client accounts and relies on third‑party custodial and brokerage arrangements, operational features that can affect execution and transaction costs relative to peers.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Fee options
Flat fee with minimum of $24,000 per year, negotiable, billed quarterly in arrears
$5,000,000 - $10,000,000: 50 basis points (0.50%) for Equity and Balanced – Equity/Fixed Income; 35 basis points (0.35%) for Fixed Income Greater than $10,000,000+: 30 basis points (0.30%) for Equity and Balanced – Equity/Fixed Income; 25 basis points (0.25%) for Fixed Income
Account minimum: $5,000,000 Minimum fee: Minimum annual fee of $24,000 per year
Main office location
Capital Resource Management, Inc.
770 Lake Cook Rd, Suite 370
Deerfield IL 60015-4920, United States
Number of offices
1
Most active in
Capital Resource Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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