Fee-only adviser · Deerfield, IL
Capital Resource Management,inc.
Capital Resource Management,inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Deerfield, Illinois. On its latest Form ADV, filed March 24, 2026, it reports $593M in regulatory assets under management, 38 individual clients and 2 employees who give 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 | 106768 · SEC file 801-38549 |
| Office | 770 Lake Cook RD Suite 370 Deerfield, IL 60015 |
| Phone | (847) 948-1700 |
| Website | crminvest.com |
| Regulatory assets under management | $593M |
| Individual clients | 10 non-high-net-worth, 28 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Deerfield
- Nadler Financial Group, Inc. $2.2B
- Roberts, Glore & Co. $938M
- JH Kaufman LLC $9.2M
- Parkside Investments, LLC $1.4B
See all 5 fee-only advisers in Deerfield →
Nearby
- Bannockburn 2 firms
- Lincolnshire 3 firms
- Northbrook 17 firms
- Highland Park 1 firm
- Buffalo Grove 4 firms
- Lake Forest 8 firms
- Vernon Hills 1 firm
- Glenview 3 firms
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