CAPITAL GAINS INCORPORATED
Firm details
- Headquarters
- NILES, Illinois
- CRD number
- 111717
- Registered since
- June 23, 1992
- Website
- capgns.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government96.83%
- Pension & Profit Sharing Plans3.17%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Capital Gains Incorporated is a corporation that has been SEC-registered since 1992 and is owned by an individual. It serves institutional clients and describes its advisory work as portfolio management for businesses or institutions; it also lists pension consulting among its advisory activities. The firm charges both a percentage of assets under management and fixed fees. It does not identify as an active ESG investor and is not operating as a multi-state adviser.
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
- State & Local Bonds43%
- US Government Bonds28%
- Investment Grade Corp Bonds16%
- Cash & Cash Equivalents13%
Contacts
1 of 1GARY KARSHNA
President, Treasurer and DirectorCRD 2729776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NILES, IL
COOK
Location
NILES, IL
Headquartered in NILES, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 8060 W Oakton St
- Time zone
- CT (UTC-6)
- Office locations
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