AdvisorCensus / Financial advisors / Illinois / Chicago / Bulletproof Capital, LLC
Bulletproof Capital, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.
Quick answers
From the filingHow is Bulletproof Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Bulletproof Capital, LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees.
Where is Bulletproof Capital, LLC located?
Bulletproof Capital, LLC's principal office is in Chicago, IL, according to its Form ADV.
Is Bulletproof Capital, LLC registered with the SEC or a state?
Bulletproof Capital, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341136.
How much does Bulletproof Capital, LLC manage?
Bulletproof Capital, LLC reports $575,767,663 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).
What types of clients does Bulletproof Capital, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (7); pooled investment vehicles (other than investment companies and business development companies) (2).
Which custodians does Bulletproof Capital, LLC use?
Bulletproof Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Bulletproof Capital, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341136
Does Bulletproof Capital, LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 10, 2026 says: "There is no minimum account size requirement."
What changed in Bulletproof Capital, LLC's recent Form ADV filings?
In the June 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated July 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$575,767,663 as of October 2026, filing dated July 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- A2B VENTURES
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bulletproof Capital, LLC (CRD 341136): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bulletproof-capital-llc-chicago-il-341136