Middleton Dickinson Capital Management, LLC

Middleton Dickinson Capital Management, LLC (CRD# 139363) is a financial advisory firm headquartered in Geneva, IL. They manage $268,516,771 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $89,505,590
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Middleton Dickinson Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Thomas J. Dickinson
CRD#: 1275145
200 South Third Street, Geneva, IL 60134
93
Wealthminder
score

Thomas Dickinson (CRD# 1275145) is an Investment Advisor Representative working at Middleton Dickinson Capital Management, LLC in Geneva, IL and has over 10 years of experience in the finance industry.

2
Debra J. Middleton
CRD#: 5308810
200 South Third Street, Geneva, IL 60134
93
Wealthminder
score

Debra Middleton (CRD# 5308810) is an Investment Advisor Representative working at Middleton Dickinson Capital Management, LLC in Geneva, IL and has over 9 years of experience in the finance industry.

3
James T. Miller
CRD#: 4948368
200 South Third Street, Geneva, IL 60134
93
Wealthminder
score

James Miller (CRD# 4948368) is an Investment Advisor Representative working at Middleton Dickinson Capital Management, LLC in Geneva, IL and has over 11 years of experience in the finance industry.

4
Bentley M. Myer
CRD#: 2204137
200 South Third Street, Geneva, IL 60134
93
Wealthminder
score

Bentley Myer (CRD# 2204137) is an Investment Advisor Representative working at Middleton Dickinson Capital Management, LLC in Geneva, IL and has over 24 years of experience in the finance industry.

5
James G. Walsh
CRD#: 4975048
200 South Third Street, Geneva, IL 60134
93
Wealthminder
score

James Walsh (CRD# 4975048) is an Investment Advisor Representative working at Middleton Dickinson Capital Management, LLC in Geneva, IL and has over 10 years of experience in the finance industry.

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