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Sharp Circle Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Sharp Circle Consulting provides informational and solicitation services to prospective individual and small institutional investors, offering free consultations and recommending SEC- and state‑registered investment advisers that may fit a client's needs. The firm does not provide investment management, take custody of client assets, or participate in wrap‑fee programs.
In its consultations Sharp Circle gathers information on risk tolerance, liquidity needs, estate‑planning and tax considerations, account size, fee preferences, geographic proximity, and any security restrictions to screen and suggest one or more RIAs. Once a client selects an RIA, Sharp Circle forwards basic contact information to that RIA and does not have an ongoing obligation to monitor the RIA’s practice, performance, or provide asset allocation advice.
Sharp Circle differs from many investment‑manager firms in that it operates solely as a solicitor and does not charge clients for its services, instead receiving compensation from selected RIAs under solicitation agreements (typically tied to the assets managed by the chosen RIA). The firm also discloses it does not accept sales‑based compensation for investment products, does not pay third‑party referrers, and may negotiate alternative arrangements with RIAs on a case‑by‑case basis.
Client services
Selection of other advisers
Referrals to advisors
Fee options
Account minimum: No minimum stated by Sharp Circle; any minimum would be set by the selected RIA
Main office location
Sharp Circle Consulting, LLC
425 Huehl Road, Building 7
Northbrook IL 60062, United States
Number of offices
0
Most active in
Sharp Circle Consulting, LLC 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
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