Dream Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dream Capital Advisors provides personalized, fee-based investment management to high‑net‑worth households, trusts, estates, charitable organizations, and small businesses. Client relationships are managed through customized portfolios on a discretionary or non‑discretionary basis, and the firm applies a multi‑million dollar household minimum for new advisory accounts.
The firm combines fundamental, technical, charting and cyclical analysis to construct customized equity and diversified portfolios, with an emphasis on growth and quality of earnings and tactical allocations to emerging or special‑situation stocks when appropriate. Accounts are monitored continuously with periodic rebalancing and tax‑aware portfolio handling, while investment implementation is effected through third‑party custodians and broker‑dealers rather than in‑house custody.
Distinctively, Dream Capital operates with a single advisory principal while overseeing roughly $695 million in discretionary assets, resulting in a high assets‑per‑advisor ratio and a relatively small client roster that reflects a selective, high‑net‑worth focus. The firm also declines performance‑based fees, does not hold client custody, and defers proxy voting to clients, practices that set its operational profile apart from many peers.
Client services
Expertise
Fee options
1.25% annually
Account minimum: $5,000,000
Main office
250 Parkway Drive, Suite 150
Lincolnshire IL 60069
Advisors at this office
1
Most active in
Florida · Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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