Cap Strat

Cap Strat (CRD# 150091) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $19,147,821,636 in 2,100 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
One Parkview Plaza, Suite 620, Oakbrook Terrace, IL 60181
https://www.linkedin.com/company/cap-strat/
By the Numbers
  • Total Assets Under Management
    19,148
    MILLION
  • Total Number of Accounts
    2,100
    ACCOUNTS
  • Average Account Value
    $9,118,010
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, NY, TX, WI

Financial Advisors at Cap Strat
Showing 1 - 4 of 4 top financial advisors.
1
Amy Sullivan, financial advisor Oakbrook Terrace IL
Amy L. Sullivan
CRD#: 2762297
One Parkview Plaza, Suite 620, Oakbrook Terrace, IL 60181

Amy Sullivan (CRD# 2762297) is an Investment Advisor Representative working at Cap Strat in Oakbrook Terrace, IL and has over 26 years of experience in the finance industry.

2
Alison Bettonville, financial advisor Oakbrook Terrace IL
Alison A. Bettonville
CRD#: 5441063
One Parkview Plaza, Suite 620, Oakbrook Terrace, IL 60181

Alison Bettonville (CRD# 5441063) is an Investment Advisor Representative working at Cap Strat in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.

3
Michael Rarey, financial advisor Oakbrook Terrace IL
Michael A. Rarey
CRD#: 6623048
One Parkview Plaza, Suite 620, Oakbrook Terrace, IL 60181

Michael Rarey (CRD# 6623048) is an Investment Advisor Representative working at Cap Strat in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.

4
Michael Warford, financial advisor Oakbrook Terrace IL
Michael A. Warford
CRD#: 5913780
One Parkview Plaza, Suite 620, Oakbrook Terrace, IL 60181

Michael Warford (CRD# 5913780) is an Investment Advisor Representative working at Cap Strat in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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