RIA Intel›Advisers›Illinois›SRC CAPITAL MANAGEMENT

SRC CAPITAL MANAGEMENT

Advisory

CHICAGO, IL

Data as of Jul 23, 2026 · Source: SEC Form ADV

Rank in IL

#1,673

of 1,719 advisers by AUM

Average account

$202K

across 7 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

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

7 clients

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.

BLOOMERCBW LLC - EUSEBIUS ADVISORS SERIES

$1M

APEX QUANTITATIVE GROUP, LLC

$2M

EDWARDS PREMIER FINANCIAL CORPORATION

$2M

INTEGRATED WEALTH PLANNERS, LLC

$1M

CLARK LEWIS LLC

$1M

BROADMEADOW CAPITAL, LLC

$2M

Get the full picture on SRC CAPITAL MANAGEMENT

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

Create a free account →See plans