Overview
Assets Under Management: $185 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 29
Average Client Assets: $6.0 million
Frequently Asked Questions
BOON CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174016), BOON CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
BOON CAPITAL ADVISORS LLC is headquartered in NORTHBROOK, IL.
BOON CAPITAL ADVISORS LLC serves 29 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, BOON CAPITAL ADVISORS LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
BOON CAPITAL ADVISORS LLC manages $185 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, BOON CAPITAL ADVISORS LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.31%
Average Client Assets: $6.0 million
Total Client Accounts: 275
Discretionary Accounts: 275
Regulatory Filings
CRD Number: 174016
Filing ID: 2038043
Last Filing Date: 2026-03-11 14:02:39