Trevor Isham, financial advisor Chicago IL
93 score

Trevor Isham

CRD Number: 5945453
Current Firm: Rmb Capital Management

Trevor Isham (CRD# 5945453) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 4 years of experience in the finance industry. Trevor Isham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rmb Capital Management Chicago, IL Jan 2013 - Current 3
Ronin Capital, LLC Chicago, IL Sep 2008 - Dec 2012 4
College Colorado Springs, CO Aug 2004 - Sep 2008 4
Colorado College Colorado Springs, CO Sep 2004 - Jun 2008 3
Oca Ventures Chicago, IL Jun 2007 - Jul 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Trevor L. Isham
Phone Number: 312-993-5800
Firm Website: http://www.rmbcap.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,541
    MILLIONS
  • Total Number of Accounts
    12,675
    ACCOUNTS
  • Average Account Value
    $358,268
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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