D
CRD: 142788
Dream Capital Advisors, LLC
Lincolnshire, IL, 60069
8479709090
$695.3M Total AUM
$695.3M Disc. AUM
12.3% 3Y CAGR
2 Employees
31 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2007
- Office Locations
- 1
Office Locations
250 Parkway Drive Suite 150 Lincolnshire IL
About Dream Capital Advisors, LLC
Dream Capital Advisors, LLC is a Lincolnshire-based RIA. The firm has been operating for 19 years. Managing $695.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
60 AVG AGE
$695.3M AVG AUM / ADVISOR
$22.4M AVG AUM / CLIENT
19.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Delta prime Wave Harbor
Investment Themes
Insight
Investment Vehicles
Horizon radial
Services
Bridge Delta atlas
Owner & Executives
R
ROBERT JAMES COOK
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2861780
- Ownership
- 75% or more
(977) 483-9305
foundation.peak@alphacapital.com
in linkedin.com/in/catalyst-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $695,270,432 | $8,277,029 |
| Non-Discretionary | $0 | -- |
| Total | $695,270,432 | $8,277,029 |
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Separately Managed Accounts
Total SMA Asset: $695,270,432
Equity - OTC:
10.4% Municipal Bonds:
30.3% Equity - Exchange:
28.3% U.S. Government/Agency:
18.4% Cash:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $282,472,842 | 10.4% |
| Municipal Bonds | $822,973,760 | 30.3% |
| Equity - Exchange | $768,652,060 | 28.3% |
| U.S. Government/Agency | $499,759,643 | 18.4% |
| Cash | $342,226,713 | 12.6% |
| Total | $2,716,085,018 | 100.0% |