Capital Programs Advisory Corp (Evanston)

Name: Capital Programs Advisory Corp
Address: 2755 Eastwood Avenue, Evanston, IL, 60201
Telephone: 847-328-7700

Capital Programs Advisory Corp is an adviser based in Evanston. It manages $71.88 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Texas.

Capital Programs Advisory Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Programs Advisory Corp: assets under management

The assets under management (AUM) of Capital Programs Advisory Corp is $71.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $71.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $322.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Programs Advisory Corp 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.

Careers at Capital Programs Advisory Corp

Richard Andrew Gillis has been acting as President since 1 May 1984. Gary Dale Dempsey joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Andrew Gillis	President	1 May 1984	75% - 100%	221913
John Phillip Castellanos	Chief compliance officer	1 Sep 2004	Other	5029746
Gary Dale Dempsey	Chief compliance officer	1 Apr 2015	Other	6549738

Based in Evanston

The principal office where Capital Programs Advisory Corp performs its advisory services is located at 2755 Eastwood Avenue, Evanston, IL 60201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-328-7700 or by fax 847-328-7786. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at cpacwealth.com.