New Lenox, IL Office
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North South Capital, LLC
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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.
Based on North South Capital, LLC
Expertise
Based on North South Capital, LLC
Location
321 West Maple Street, Suite 100
New Lenox IL 60451-4409
Advisors at this office
3
Advisors at this office
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.
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.
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