Fee-only adviser · Northbrook, IL
Boon Capital Advisors LLC
Boon Capital Advisors LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Northbrook, Illinois. On its latest Form ADV, filed March 11, 2026, it reports $185M in regulatory assets under management, 60 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 174016 · SEC file 801-130257 |
| Office | 666 Dundee Road, Suite 1701 Northbrook, IL 60062 |
| Phone | (224) 326-2044 |
| Website | www.booncap.com |
| Regulatory assets under management | $185M |
| Individual clients | 31 non-high-net-worth, 29 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Northbrook
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- Trifecta Capital Advisors, LLC $927M
- Main Street Investment Advisors, LLC $250M
See all 17 fee-only advisers in Northbrook →
Nearby
- Glenview 3 firms
- Bannockburn 2 firms
- Deerfield 5 firms
- Glencoe 1 firm
- Highland Park 1 firm
- Northfield 7 firms
- Winnetka 8 firms
- Des Plaines 4 firms
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