Wellspring Capital Group, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wellspring Capital Group, Ltd. provides fee-based portfolio management to individuals (including high‑net‑worth clients), trusts, retirement plans and business entities, managing approximately $6.9 million on a discretionary basis as of 12/31/2024 for a small client base. The firm operates as a single‑advisor independent practice and offers an initial consultation at no charge.
The firm’s investment process centers on detailed fundamental analysis—examining financial statements, management behavior, suppliers, product mix, competitors and macro‑economic and political factors—to estimate intrinsic value, and it overlays technical charting and cyclical analysis where appropriate. Strategies span long‑term and short‑term purchases as well as active trading, and the adviser may recommend certain alternative investments and limited partnerships for qualified clients.
Distinctive operational features include a requirement that clients establish custody with Charles Schwab Institutional and the firm’s participation in Schwab’s adviser program, which provides research and execution services the firm uses in managing accounts. The firm conducts at least weekly portfolio reviews, typically provides verbal updates at least annually unless clients request written reports, and does not accept proxy‑voting authority on client securities.
Client services
Expertise
Fee options
Maximum 2.00% annually, billed quarterly in advance on a pro-rata basis
Main office
North Barrington 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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