BULLETPROOF CAPITAL, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 341136
- Registered since
- May 20, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles95.89%
- Charitable Organizations2.9%
- HNWI1.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Bulletproof Capital, LLC is an independent SEC-registered registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides traditional advisory services—financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled vehicles—and it also offers selection of other advisers when required. Its fee arrangements include fixed fees and performance-based fees, and the firm indicates it is not an active ESG investor. The adviser is structured as a limited liability company and identifies as a domestic entity with individual ownership. Bulletproof Capital describes itself as an allocator that builds or sources investment solutions across bespoke pooled vehicles and separate accounts rather than relying solely on off-the-shelf mutual funds or model portfolios.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities45%
- Private Funds24%
- Exchange Traded Equities8%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds7%
Contacts
2 of 2LATESIA SMOOT
CRD 8236072
MICHAEL STRITCH
National Head of InvestmentsCRD 3129542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 444 W Lake St
- Time zone
- CT (UTC-6)
- Office locations
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