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John Richard Frederick Dba Frederick Capital Management (Rolling Meadows)


John Richard Frederick Dba Frederick Capital Management is a large advisory firm based in Rolling Meadows. It manages $33.61 million of regulatory assets for 192 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.

John Richard Frederick Dba Frederick Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John Richard Frederick Dba Frederick Capital Management: assets under management

The assets under management (AUM) of John Richard Frederick Dba Frederick Capital Management is $33.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John Richard Frederick Dba Frederick Capital Management for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rolling Meadows

The principal office where John Richard Frederick Dba Frederick Capital Management performs its advisory services is located at 1788 Vermont Court, Rolling Meadows, IL 60008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-358-5177 or by fax 847-358-5188. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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