RIA IntelAdvisersIllinoisSVN CAPITAL, LLC

SVN CAPITAL, LLC

Advisory

IL

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in IL
#1,482
of 1,719 advisers by AUM
Average account
$2M
across 8 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

WEALTH MANAGEMENT SERVICES,LLC
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MELLIN ASSET MANAGEMENT, INC.
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$14M
-54.4% 1Y
LONG RUN FINANCIAL, LTD
$14M
VERIDIAN PRIVATE WEALTH MANAGEMENT LLC
WARRENVILLE, IL
$14M
SAMPLE & CROSS CAPITAL MANAGEMENT LLC
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$14M
-83.1% 1Y
PATRICK MICHAEL KEEDY
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$14M

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