Assets Under Management
$21.3B
Number of Clients
338
Number of Advisors
7
Average Client AUM
$63.0M
AUM per Advisor
$3.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
CAP STRAT offers discretionary and non-discretionary consulting and investment advisory services, including manager recommendations, asset allocation, investment policy, financial planning, and portfolio management. They serve institutional investors, corporate retirement plans, high-net-worth individuals, trusts, and estates. They also provide general consulting services to corporate retirement plans.
One Parkview Plaza, Suite 620, Oakbrook Terrace, IL, 60181