BULLETPROOF CAPITAL, LLC

RIASEC RegisteredEst. 2026
Total AUM
$576M
Discretionary
$576M
100% of AUM
Avg account
$36M
Accounts
16
Employees
8
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 45%, Private Funds 24%, Exchange Traded Equities 8%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 7%, State & Local Bonds 3%, Other 2%, Investment Grade Corp Bonds 1%, Derivatives 1%45%
  • Non-Exchange Traded Equities45%
  • Private Funds24%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds7%

Contacts

2 of 2
  • LATESIA SMOOT

    CRD 8236072

  • MICHAEL STRITCH

    National Head of InvestmentsCRD 3129542

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth