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Graver Capital, LLC (Lake Forest)


Graver Capital, LLC is a large advisory firm based in Lake Forest. It manages $90 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.




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

Graver Capital: assets under management

The assets under management (AUM) of Graver Capital, LLC is $90 million. 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 $86 million in discretionary accounts and $4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Graver Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Forest

The principal office where Graver Capital, LLC performs its advisory services is located at 585 Bank Lane, Lake Forest, IL 60045, 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 847-735-2602 or by fax 847-735-9021. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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