North South Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
North South Capital serves individual and high‑net‑worth clients as well as corporations, pension and profit‑sharing plans, charitable organizations, estates and trusts. The firm provides discretionary and non‑discretionary portfolio management, retirement plan advisory services (including the ability to act as a 3(21) non‑discretionary adviser or a 3(38) discretionary investment manager), financial planning, occasional securities advice, and insurance product recommendations.
Portfolios are constructed around core mutual funds and asset‑class allocations tailored to each client’s goals, time horizon and risk tolerance, with model ranges described from conservative to aggressive. The firm applies multiple analysis methods (charting, cyclical, fundamental and technical), monitors accounts on an ongoing basis and formally reviews them no less frequently than annually, with custody through a qualified custodian and fees typically billed by direct debit.
What is distinctive about North South Capital compared with many team advisers is its dual registration and business mix: it is a FINRA‑registered broker‑dealer and municipal securities dealer and reports that broker‑dealer activity constitutes the majority of its business and more than half of its revenues. That integration of brokerage, advisory and insurance activities creates potential conflicts of interest (commissions, 12b‑1 and insurance compensation), which the firm discloses and says it manages through supervisory oversight, written policies and client disclosures.
Client services
Expertise
Occupation focus
Fee options
Fixed fee of $500 for financial planning services
0.75% to 2.00% annually, negotiated based on client and portfolio factors
Commissions earned through broker-dealer activities and insurance product sales; 12b-1 fees from some mutual funds in brokerage accounts
Fee-only: Financial planning fixed fee of $500 ($250 payable in advance, $250 upon presentation)
Main office
See office321 West Maple Street, Suite 100
New Lenox IL 60451-4409
Advisors at this office
3
Offices (2)
Most active in
Illinois · Indiana · Texas
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher O
Series 63, Series 65
New Lenox, IL
North South Capital, LLC
Christopher Odonnell is a financial advisor at North South Capital, LLC with 23 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 65 licenses. Additionally, he is a licensed life insurance agent. North South Capital serves individual and high-net-worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory services, financial planning, securities advice, and insurance product recommendations.
Aaron V
Series 63, Series 66
New Lenox, IL
North South Capital, LLC
Aaron Vasil is a financial advisor at North South Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North South Capital since 2009. In addition to his advisory role, he is a partner at Fundamental Financial Group, LLC, where he offers insurance products to securities clients and teaches college courses approximately one night per month. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs multiple methods of analysis and goal- and risk-based model allocations, tailoring plans through client interviews and periodic reviews, and combines investment advisory and broker-dealer services with a focus on education and conflict monitoring.
Ree G
Series 66
Chicago, IL
North South Capital, LLC
Ree Grossman is a financial advisor at North South Capital, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Lasalle St. Securities, Morgan Stanley, Citigroup Global Markets, and Merrill. Grossman serves on a local school council board in Chicago on a volunteer basis. North South Capital serves individual and high-net-worth clients as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers portfolio management, retirement plan advisory services, financial planning, and insurance product recommendations, with an investment approach that includes multiple analysis methods and tailored asset-class allocations.
Stephen T
Series 66
New Lenox, IL
North South Capital, LLC
Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)