A complete list of active advisors currently associated with Van Ake Capital LLC
Warmer can help you find a great advisor at Van Ake Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Van Ake Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Winnetka, IL
| 19
|
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