# SRC Capital Management

> SRC Capital Management is a state-registered investment advisory firm in Chicago, IL, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 130310
- Filed as: SRC CAPITAL MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130310
- AdvisorCensus page: https://advisorcensus.com/firm/src-capital-management-chicago-il-130310

## Quick answers

**How is SRC Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), SRC Capital Management reports these compensation arrangements: a percentage of assets under its management.

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

**Is SRC Capital Management registered with the SEC or a state?**
SRC Capital Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 130310.

**How much does SRC Capital Management manage?**
SRC Capital Management reports $1,415,052 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**What types of clients does SRC Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does SRC Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130310

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,415,052
- Discretionary: $1,415,052
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,415,052 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 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)
- srccapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SRC Capital Management (CRD 130310): Form ADV filing data as of October 2026.
