Frye Louis Capital Management Inc (Chicago)

Name: Frye Louis Capital Management Inc
Address: 227 W. Monroe Street, Suite 4350, Chicago, IL, 60606
Telephone: 312-345-6800

Frye Louis Capital Management Inc is a large advisory firm based in Chicago. It manages $1.33 billion of regulatory assets for 498 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Frye Louis Capital Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Frye Louis Capital Management: assets under management

The assets under management (AUM) of Frye Louis Capital Management Inc is $1.33 billion. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.25 billion in discretionary accounts and $73.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.65 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.84 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frye Louis Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Frye Louis Capital Management Inc

Margaret Louis Moreland has been acting as President since 1 Jan 2001. Credit Suisse joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter R. Frye	President, ceo, director, shareholder	1 Jan 1992	25% - 50%	4337946
James Whitney	Senior vice president, cio, shareholder	1 Jan 1992	Other	2306063
Mary D. Di Christofano	Vice president	1 Jan 1992	Other	4337963
John Jeffry Iii Louis	Director/shareholder	1 Jan 1992	Other	4338037
Kimberly C. Louis Stewart	Shareholder	1 Jan 1992	Other	4357477
Tracy Louis Merrill	Shareholder	1 Jan 1992	Other	4357479
Michael Edward Sakach	Vice president	1 Dec 1993	Other	1628485
Michael Alan Bourdon	Vice president	1 Oct 1994	Other	4337983
Margaret Louis Moreland	Director/firm associate	1 Jan 2001	Other	1550320
John Robert Anderson	Vice president	1 Jan 2001	Other	4354252
Credit Suisse	Sole shareholder	1 Aug 2001	75% - 100%	foreign
Inc. Flcm Holding Co.	Sole shareholder	1 Oct 2001	75% - 100%	36-4472736
Olivier Steimer	Director	1 Oct 2001	Other	4473897
Peter Alexander Derendinger	Director	1 Oct 2001	Other	4458704
Alois F Battig	Director	1 Oct 2001	Other	1425700
Joachim Helmut Straehle	Director	1 Oct 2001	Other	3108597
Thomas Amstutz	Director	1 Oct 2001	Other	4473901
Arthur Vayloyan	Director	1 May 2002	Other	4594755
Richard Lutolf	Director	1 May 2002	Other	4594760
Babak Dastmaltschi	Director	1 Sep 2002	Other	4594754
Roland Huber	Director	1 Nov 2003	Other	4729664
Alexander Siegenthaler	Director	1 Nov 2003	Other	4729665
Daniel Brupbacher	Director	1 Sep 2004	Other	4854598

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Credit Suisse Group	Sole shareholder	1 Jan 1997	75% - 100%	foreign
Credit Suisse	Sole shareholder	1 May 2005	75% - 100%	foreign
Credit Suisse Group	Owner	1 May 2005	75% - 100%	98-0215385

Based in Chicago

The principal office where Frye Louis Capital Management Inc performs its advisory services is located at 227 W. Monroe Street, Suite 4350, Chicago, IL 60606, 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 312-345-6800 or by fax 312-345-7551. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fryelouis.com.