Grosse Point Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management, IRA services, and both standalone financial planning and ongoing consulting to individuals, families and closely held businesses. Engagements include written investment management agreements and separate financial planning or consulting contracts enabling implementation support or advisory-only recommendations.
Investment decisions are guided by a Modern Portfolio Theory approach that emphasizes diversified asset-class exposure implemented primarily through low-cost mutual funds and ETFs, with frequent use of funds from providers such as DFA and AQR. Portfolios are managed with long-term asset-allocation models, periodic rebalancing, and consideration of tax and transaction costs when adjusting allocations.
What is noteworthy is that the firm’s principal also operates an affiliated insurance brokerage and may recommend commission-based insurance products, a conflict of interest that the brochure discloses and that is less common among independent advisers. The firm is a small, single-advisor practice with a concentrated client base and supplements advisory work with proprietary planning tools and advanced planning services (including estate and business planning analyses and access to planning software), which may make its service mix different from similarly sized peers.
Client services
Expertise
Fee options
Financial Planning Fees range from $2,500 to $10,000; Financial Consulting Fees range from $5,000 to $25,000
$0 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.75% $3,000,000.01 - $10,000,000: 0.50% $10,000,000.01+: 0.25%
Account minimum: $250,000
Main office
1603 Orrington Ave., Suite 600
Evanston IL 60201
Advisors at this office
1
Most active in
Illinois
Also doing business as
Bloomercbw LLC Eusebius Advisors Series · Grosse Point Advisors · Grosse Point Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
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