Investment adviser · CRD 106768
CAPITAL RESOURCE MANAGEMENT,INC.
Investment adviser filing (IA)
CAPITAL RESOURCE MANAGEMENT INC
DEERFIELD, IL, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $593M Form ADV · Item 5.F
- Client accounts
- 124 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 28 | $551,113,862 | 92.9% |
| Charities | Fewer than 5 | $31,204,614 | 5.3% |
| Individuals | 10 | $6,505,391 | 1.1% |
| Retirement plans | Fewer than 5 | $4,359,946 | 0.7% |
Filing source
Form ADV 2075343 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
770 LAKE COOK RD, SUITE 370DEERFIELD, IL, 60015-4920, United States
CRD 106768
Filing source
Form ADV 2075343 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.