Toellen Capital Management, LLC

Toellen Capital Management is a registered investment advisor based in Elburn, Illinois, founded by David Toellon in November 2025. The firm offers personalized investment management services, helping clients review their financial objectives, recommend asset allocation strategies across stocks, bonds, mutual funds, annuities, and cash, and manage their portfolios. Toellen Capital Management tailors its investment advice to each client's specific needs and risk tolerance, and clients can place restrictions on certain types of investments. The firm works primarily with individuals and high-net-worth individuals, typically requiring a minimum of $1,000,000 in assets to open an account, though exceptions can be made. Investment strategies utilized include asset allocation, dollar-cost averaging, technical analysis, and long- and short-term purchases, with an overarching goal of helping clients maintain purchasing power over the long term. Toellen Capital Management uses Charles Schwab & Co. as its primary broker and custodian for client accounts.