CRD: 165447
Buss Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
About Buss Capital Management, LLC
Buss Capital Management, LLC is a Lake Forest-based RIA. The firm has been operating for 13 years. Managing $29.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 89.3% is discretionary and 10.7% is non-discretionary.
The firm reports 2 advisory representatives and 49 clients, or 24.5 clients per representative. That equates to $603.5K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Buss Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CAROL H. BUSS
Financial Advisor
- CRD
- #2247651
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HAL IRVING MARCUS
Consultant
- CRD
- #861802
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,411,127 | -- |
| Non-Discretionary | $3,160,927 | -- |
| Total | $29,572,054 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Buss Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.