Capital Resource Management,Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Deerfield, IL. Its latest Form ADV filing, dated March 24, 2026, reports $593M in regulatory assets under management, 4 employees, and 124 accounts.
Assets Under Management
$593M
Employees
4
Offices
--
Total Clients
42
Primary office
DEERFIELD, IL
770 LAKE COOK RD, SUITE 370, DEERFIELD, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
28
2
Individuals
23.8%
10
3
Charitable
7.1%
3
4
Pension Plans
2.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$593Mas of March 24, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$593M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$593M
Total Accounts124
10Y AUM Change+$216M (+57.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee11:1
10Y Employee Change-1 (-20.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.