CRD: 173611
Versatile Capital Management L.l.c.
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2013
- Office Locations
- 1
Office Locations
About Versatile Capital Management L.l.c.
Versatile Capital Management is a Chicago-based investment advisory firm delivering evidence-based, systematic, rules-based portfolio management designed to help investors avoid behavioral errors and the pitfalls of active management. The team builds disciplined, asset-allocation portfolios primarily using ETFs, complemented by fixed-income exposure as needed. Serves retail and institutional clients, including entrepreneurs, with integrated financial planning, tax and insurance guidance; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN ROBERT RUSSELL
Chief Compliance Officer, Founder, MANAGING PRINCIPAL
- CRD
- #1300091
- Ownership
- 75% or more
BILL D MCDONALD
CONSULTANT
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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BENJAMIN ANTHONY RUF
Managing Partner
- CRD
- #1565224
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,614,158 | $1,501,343 |
| Non-Discretionary | $2,453,781 | $817,927 |
| Total | $130,067,939 | $1,478,045 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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