BDO Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
44
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
109679
Registered since
June 25, 2001

Firm profile

FINTRX

Overview

BDO Capital Advisors, LLC is recorded as a limited liability company that operates as an investment bank. FINTRX shows the firm has been SEC-registered since 2001 and identifies ownership as a mix of a domestic entity and individual ownership. The platform classifies the firm as an investment bank rather than as a traditional registered investment adviser or wealth manager, and it is not flagged as a capital allocator. Several regulatory/operational attributes are noted: the firm is not listed as an active ESG investor, is not characterized as a multi-state adviser, is not a pension consultant, and is not a newly formed adviser. Related-adviser status is also marked “No.” FINTRX does not provide detail on client types, fee structures, or specific advisory business lines for this entity, so the public record here emphasizes its investment-banking posture more than portfolio management activity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jason Frank

    Jason Frank

    President, Chief Compliance OfficerCRD 4670322

Contacts

3 of 43
  • John Brown

    AssociateCRD 7768439

  • Maria Thiel

    Maria Thiel

    DirectorCRD 7592763

  • Michael Gray

    Michael Gray

    Managing DirectorCRD 6022599

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
225 W Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth