B
CRD: 165447
Buss Capital Management, LLC
$29.6M Total AUM
$26.4M Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
250 E. Illinois Road Suite 4 Lake Forest IL
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. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$603.5K AVG AUM / CLIENT
12.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Prime horizon Zenith wave Radial
Investment Themes
Capital eagle
Investment Vehicles
Vector north
Services
Zenith foundation Vertex frontier Vertex Insight legacy
Owner & Executives
C
CAROL H. BUSS
Financial Advisor
- CRD
- #2247651
- Ownership
- 75% or more
(621) 687-2972
catalyst.prime@focuscapital.com
in linkedin.com/in/ridge-quantum
Showing 1 of 1 owners & executives
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H
HAL IRVING MARCUS
Consultant
- CRD
- #861802
(230) 452-1486
fusion.beacon@matrixcapital.com
in linkedin.com/in/ridge-pathway
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $29,572,054
Equity - Exchange:
73.7% Cash:
26.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $630,967,509 | 73.7% |
| Cash | $225,162,083 | 26.3% |
| Total | $856,129,592 | 100.0% |