# Capital Resource Management,inc.

> Capital Resource Management,inc. is an SEC-registered investment advisory firm in Deerfield, IL, registered since 1991, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 106768
- Filed as: CAPITAL RESOURCE MANAGEMENT,INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Deerfield, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106768
- AdvisorCensus page: https://advisorcensus.com/firm/capital-resource-management-inc-deerfield-il-106768

## Quick answers

**How is Capital Resource Management,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Resource Management,inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Capital Resource Management,inc. located?**
Capital Resource Management,inc.'s principal office is in Deerfield, IL, according to its Form ADV.

**Is Capital Resource Management,inc. registered with the SEC or a state?**
Capital Resource Management,inc. is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106768.

**How much does Capital Resource Management,inc. manage?**
Capital Resource Management,inc. reports $593,183,813 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**How have Capital Resource Management,inc.'s assets and staff changed since 2021?**
In the Form ADV data for Capital Resource Management,inc.: Regulatory assets under management: $496,828,114 in the October 2021 data and $593,183,813 in the October 2026 data, up 19%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital Resource Management,inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (10); charitable organizations (3).

**Which custodians does Capital Resource Management,inc. use?**
Capital Resource Management,inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists US Bank as a custodian holding 10% or more of its separately managed account assets.

**Does Capital Resource Management,inc. 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/106768

**What changed in Capital Resource Management,inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $537,406,698 to $593,183,813 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Minimum annual fee: $24,000

> In the event that the amount of CRM’s standard fees do not exceed $24,000 per year, CRM’s annual fee will be the greater of $24,000 or the amount agreed to by the client.

> The amount of the fee is negotiable, subject to CRM's minimum fee of $24,000 per year. The flat fee is billed quarterly, in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- US Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $593,183,813
- Discretionary: $0
- Non-discretionary: $593,183,813

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $6,505,391 |
| High net worth individuals | 28 | $551,113,862 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,359,946 |
| Charitable organizations | 3 | $31,204,614 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1991 (35 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [crminvest.com](https://crminvest.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $496,828,114 | 5 | March 12, 2021 |
| October 2022 | $540,552,070 | 4 | March 11, 2022 |
| October 2023 | $491,976,602 | 4 | March 13, 2023 |
| October 2024 | $532,945,587 | 4 | July 18, 2024 |
| October 2025 | $537,406,698 | 4 | March 4, 2025 |
| October 2026 | $593,183,813 | 4 | March 24, 2026 |

Regulatory assets under management: $496,828,114 in the October 2021 data and $593,183,813 in the October 2026 data, up 19%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $537,406,698 to $593,183,813 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Resource Management,inc. (CRD 106768): Form ADV filing data as of October 2026.