Busey Capital Management, Inc.

RIASEC Registered

Total AUM

$494M

Discretionary

$494M

100% of AUM

Avg account

$965K

Accounts

512

Employees

Advisory reps

Firm details

Headquarters: Urbana, Illinois
CRD number: 128044
Registered since: September 30, 2003
Website: www.busey.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations51.97%
Individuals26.49%
Corporations / Businesses18.31%
HNWI3.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Busey Capital Management, Inc. is a SEC-registered investment adviser (registered in 2003) that provides portfolio management for individuals, small businesses, and institutional clients. The firm serves a client base composed primarily of individuals and families and operates under a fee model that combines a percentage-of-AUM charge with the possibility of performance-based fees. Advisory services emphasize discretionary portfolio management with a clear tilt toward fixed-income solutions. The firm’s ownership is recorded as a mix of a domestic entity and individual owners. Busey Capital Management is not positioned as a dedicated capital allocator; instead it supplements traditional portfolios with third-party alternative managers and structured products as part of its broader wealth-management offering.