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Banc One Currency Advisors Inc (Chicago)


Banc One Currency Advisors Inc is a large advisory firm based in Chicago. It manages $696.3 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001.

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Banc One Currency Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Banc One Currency Advisors: assets under management

The assets under management (AUM) of Banc One Currency Advisors Inc is $696.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $696.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Banc One Currency Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Bank One Corporation Indirect parent 1 Dec 1998 75% - 100% 31-0738296

Based in Chicago

The principal office where Banc One Currency Advisors Inc performs its advisory services is located at 1 Bank One Plaza Ste Il1 0452, Chicago, IL 60670, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 312-732-2740 or by fax 312-732-4939. The normal business hours are 8:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at boca.bankone.com/.


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