DEFINED CAPITAL LLC

DEFINED CAPITAL LLC of OAK BROOK, IL is an SEC-registered investment adviser (CRD 317360). Regulatory assets under management: $43.6M.

Registration

• CRD: 317360
• Type: Registered investment adviser
• Location: 1550 SPRING ROAD, SUITE 215, OAK BROOK, IL, 60523
• Phone: (630) 544-2525
• Latest filing: 2026-02-09
• Regulatory AUM: $43.6M
• Discretionary AUM: $43.6M
• Clients: 1
• Accounts: 303

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317360 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search