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WESTRATE CAPITAL MANAGEMENT, INC.

Advisory

IL

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in IL
#1,388
of 1,719 advisers by AUM
Average account
$236K
across 101 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
29
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$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

DCO CAPITAL MANAGEMENT LLC
CHICAGO, IL
$24M
HURON INVESTMENT MANAGEMENT, INC.
CHICAGO, IL
$24M
WHITE BROOK CAPITAL LLC
$24M
NEWPORT INVESTMENT ADVISORS, INC.
SYCAMORE, IL
$24M
EAGLE POINT CAPITAL LLC
$24M
MISSIO INVESTMENT MANAGEMENT LLC
HINSDALE, IL
$24M

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