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$33.0M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
1 Employees
102 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2001
- Office Locations
- 1
Office Locations
550 Ashland, River Forest IL
About Lumen Capital Management, L.l.c.
Lumen Capital Management, L.l.c. is a River Forest-based RIA. The firm has been operating for 25 years. Managing $33.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
62 AVG AGE
$33.0M AVG AUM / ADVISOR
$323.5K AVG AUM / CLIENT
25 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Owner & Executives
CHRISTOPHER RICHARD ENGLISH
Owner, President
- CRD
- #1540866
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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