SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
CHICAGO, ILCRD 106201Latest ADV March 31, 2026
Security Capital Research & Management Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $3.3B in regulatory assets under management, 17 employees, and 92 accounts.
Assets Under Management
$3.3B
Employees
17
Offices
--
Total Clients
61
Primary office
CHICAGO, IL
10 SOUTH DEARBORN STREET, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.7% of total clients.
Top client categories% of clientsClients
1
HNWI
60.7%
37
2
Corporations
9.8%
6
3
ENDOWMENTS & FOUNDATIONS
8.2%
5
4
Pooled Investment Vehicles
6.6%
4
5
Charitable
4.9%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of March 31, 2026
Discretionary100.0%
$3.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.3B
Total Accounts92
10Y AUM Change$-1.5B (-31.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee4:1
10Y Employee Change-6 (-26.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.