SRC Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,415,052
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$202,150
About
SRC Capital Management provides investment management and wealth management services to individual investors as well as corporate, public, and private entities, delivering separately managed accounts and portfolio management within value and growth mandates. The firm emphasizes mid- and large-capitalization equities and states it constructs portfolios based on research rather than benchmark replication.
Its investment approach is a fundamental, bottom‑up research process that seeks stocks trading below intrinsic value and screens for under‑owned names with sustainable competitive advantages. Portfolio construction is long‑term and disciplined, targeting low turnover (10–15% annually) and average holding periods of three to five years, with explicit selling rules tied to target prices, deteriorating fundamentals, or position-size limits.
Notably, SRC manages institutional accounts in addition to individual wealth clients and indicates the use of derivatives in some separately managed accounts—both features that are uncommon among similarly structured independent firms. The firm’s principal has roughly 40 years of investment experience, including prior institutional research and portfolio roles, which informs its equity-focused, low-turnover strategy.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $250,000: 1.00% $250,000 - $750,000: 0.50% $750,000 - $5,000,000: 0.40% $5,000,000+: 0.30%
Main office location
SRC Capital Management
200 East Randolph Street, Suite 5100
Chicago IL 60601, United States
Number of offices
1
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.
Forms ADV
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