RIA Intel›Advisers›Illinois›AICAPITAL LLC

AICAPITAL LLC

Advisory

CHICAGO, IL

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in IL

#1,552

of 1,719 advisers by AUM

Average account

$642K

across 14 accounts

AUM per adviser

$3M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

10 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

ALGONQUIN FINANCIAL ADV, INC. D/B/A AVELLINO FINANCIAL ADV, INC.

$9M

SIGMA ASSET MANAGEMENT, L.L.C.

$9M

REVISE WEALTH LLC

$9M

MCDEVITT & BIRD INVESTMENT MANAGEMENT CO

$9M

$9M

CONSIDERATE CAPITAL, LLC

$9M

Get the full picture on AICAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AICAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans