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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2007
- Office Locations
- 1
Office Locations
About SRC Capital Management
SRC Capital Management is a Chicago-based asset manager providing investment management for corporate, public and private entities and wealth management clients. The firm runs value and growth-oriented equity portfolios using Modern Portfolio Theory, quantitative intrinsic-value screens and in-depth fundamental research, often targeting stocks with limited Wall Street coverage. Led by founder/CEO/CIO Richard Smith with 35+ years of institutional equity research and trading experience.
Team overview
Insights
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Owner & Executives
RICHARD EUGENE SMITH
Advisor, Chief Executive Officer, Chief Investment Officer
- CRD
- #4625299
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,415,052 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,415,052 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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