D
Dream Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$695,270,432
Clients
31
100% high-net worth
Advisors
1
of 2 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
31
Very LowAverage account size
$22,428,078
About
Dream Capital Advisors provides personalized, fee-based investment management to high‑net‑worth households, trusts, estates, charitable organizations, and small businesses. Client relationships are managed through customized portfolios on a discretionary or non‑discretionary basis, and the firm applies a multi‑million dollar household minimum for new advisory accounts.
The firm combines fundamental, technical, charting and cyclical analysis to construct customized equity and diversified portfolios, with an emphasis on growth and quality of earnings and tactical allocations to emerging or special‑situation stocks when appropriate. Accounts are monitored continuously with periodic rebalancing and tax‑aware portfolio handling, while investment implementation is effected through third‑party custodians and broker‑dealers rather than in‑house custody.
Distinctively, Dream Capital operates with a single advisory principal while overseeing roughly $695 million in discretionary assets, resulting in a high assets‑per‑advisor ratio and a relatively small client roster that reflects a selective, high‑net‑worth focus. The firm also declines performance‑based fees, does not hold client custody, and defers proxy voting to clients, practices that set its operational profile apart from many peers.
Client services
Portfolio management
Expertise
General retirement planning
Active portfolio management
Wealth management
Fee options
1.25% annually
Account minimum: $5,000,000
Main office location
Dream Capital Advisors, LLC
250 Parkway Drive, Suite 150
Lincolnshire IL 60069, United States
Number of offices
3
Most active in
Dream Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · 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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