Van Ake Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Van Ake Capital LLC provides fee‑based portfolio management to individuals, high‑net‑worth clients, trusts and small business entities, managing approximately $23 million across a limited number of client relationships (14 as of February 17, 2025). The firm delivers personalized, ongoing asset management in both discretionary and non‑discretionary formats and does not serve as custodian for client assets.
Investment advice is built from client questionnaires and a combination of fundamental and technical analysis to create customized portfolios, and the firm employs option strategies such as hedging, covered calls and spreads where appropriate. VAC meets with clients to discuss suitability, risk tolerances and portfolio parameters and operates on an annual fee‑only basis rather than charging performance‑based or commission compensation.
Noteworthy features relative to peers include a small client base with substantial assets per relationship and a stated $500,000 account opening minimum that the firm may waive. The brochure also notes the firm does not sell annuities or other commissioned products, does not vote client proxies (proxies are sent directly to clients), and discloses the receipt of soft‑dollar research benefits from brokers.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.50% $3,000,000 - $4,000,000: 1.25% $4,000,000+: 1.00%
Account minimum: $500,000 (waivable) Minimum fee: Minimum $500,000 account size to open an account but this minimum can be waived at firm's discretion Fee-only: Annual fee only, no commissions, fees billed monthly in arrears based on assets managed.
Main office
841 Spruce Street, Suite 202
Winnetka IL 60093
Advisors at this office
1
Most active in
Illinois
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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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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