Toellen Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Toellen Capital Management, LLC provides investment advisory services and managed accounts to individuals and high‑net‑worth clients, offering tailored portfolio management, asset allocation, and written investment strategies across cash, equities, mutual funds, bonds, and annuities. The firm charges percentage‑of‑assets‑under‑management fees and permits clients to impose written restrictions on investments.
The firm’s investment process incorporates asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies selected to match each client’s time horizon and risk tolerance, and it emphasizes reviewing tax implications with a tax professional. TCM generally provides discretionary management, conducts due diligence and suitability checks for managed account programs, and provides at least quarterly account reporting through the custodian.
Notable distinguishing features include that the firm was established in November 2025 and, as of March 2026, reported no assets under management or clients, reflecting a launch‑stage profile compared with many peers. The firm also states a $1,000,000 guideline account minimum (with exceptions), recommends using Charles Schwab as custodian, does not vote client proxies, and discloses that certain service providers use artificial intelligence and machine learning with periodic vendor due diligence.
Client services
Expertise
Fee options
Maximum annual advisory fee of 1.00% calculated based on the market value of assets with billing cycles monthly or quarterly, in advance or arrears
Account minimum: $1,000,000
Main office
Elburn IL
Advisors at this office
1
Most active in
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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