RIA Intel›Advisers›Illinois›HERR CAPITAL MANAGEMENT LLC

HERR CAPITAL MANAGEMENT LLC

Advisory

CHICAGO, IL

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in IL
#1,074
of 1,719 advisers by AUM
Average account
$238K
across 333 accounts
AUM per adviser
$40M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$79M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$79M
Discretionary AUM$67M
Non-Discretionary AUM$13M
Discretionary %84.1%
Total Clients117
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, IN, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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