North South Capital, LLC

North South Capital, LLC (CRD# 148158) is a financial advisory firm headquartered in Chicago, IL. They manage $18,347,129 in 128 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $143,337
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
  • Educational seminars/workshops
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, IN, TX

Financial Advisors at North South Capital, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Patricia K. Erickson
CRD#: 2152097
200 W. Adams, Ste 2230, Chicago, IL 60606
96
Wealthminder
score

Patricia Erickson (CRD# 2152097) is an Investment Advisor Representative working at North South Capital, LLC in Chicago, IL and has over 21 years of experience in the finance industry. Patricia Erickson 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.

2
Kenneth P. Alexa
CRD#: 2734482
321 West Maple Street, Suite 201, New Lenox, IL 60451
93
Wealthminder
score

Kenneth Alexa (CRD# 2734482) is an Investment Advisor Representative working at North South Capital, LLC in New Lenox, IL and has over 11 years of experience in the finance industry.

3
Ree H. Grossman
CRD#: 1852996
Chicago, IL
93
Wealthminder
score

Ree Grossman (CRD# 1852996) is an Investment Advisor Representative working at North South Capital, LLC in Chicago, IL and has over 17 years of experience in the finance industry.

4
Christopher L. Odonnell
CRD#: 3010853
200 W. Adams, Ste 2230, Chicago, IL 60606
93
Wealthminder
score

Christopher Odonnell (CRD# 3010853) is an Investment Advisor Representative working at North South Capital, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

5
Lucy E. Piotrowski
CRD#: 2767237
200 W. Adams, Ste 2230, Chicago, IL 60606
93
Wealthminder
score

Lucy Piotrowski (CRD# 2767237) is an Investment Advisor Representative working at North South Capital, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

6
Thomas J. Schmitz
CRD#: 1533652
200 W. Adams St., Ste 2230, Chicago, IL 60606
93
Wealthminder
score

Thomas Schmitz (CRD# 1533652) is an Investment Advisor Representative working at North South Capital, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

7
Aaron Vasil
CRD#: 4534079
200 W. Adams St., Ste 2230, Chicago, IL 60606
81
Wealthminder
score

Aaron Vasil (CRD# 4534079) is an Investment Advisor Representative working at North South Capital, LLC in Chicago, IL and has over 11 years of experience in the finance industry.

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