Přihlásit se Zaregistrujte se zdarma

Frederick Capital Management, Inc. (Rolling Meadows)


Frederick Capital Management, Inc. is an adviser based in Rolling Meadows. It manages $64.05 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2011.

Frederick Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Frederick Capital Management: assets under management

The assets under management (AUM) of Frederick Capital Management, Inc. is $64.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $64.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $251.17 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Frederick Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rolling Meadows

The principal office where Frederick Capital Management, Inc. performs its advisory services is located at 1788 Vermont Court, Rolling Meadows, IL 60008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-358-5177 or by fax 847-358-5188. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


Registered investment advisers similar to Frederick Capital Management, Inc.