Bank Of America Capital Advisors, LLC (Chicago)

Bank Of America Capital Advisors, LLC is a large advisory firm based in Chicago. It manages $474 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001.

Bank Of America Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bank Of America Capital Advisors: assets under management

The assets under management (AUM) of Bank Of America Capital Advisors, LLC is $474 million. The firm's AUM has grown by 144% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bank Of America Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bank Of America Capital Advisors, LLC

James D. Bowden has been acting as President since 1 Jul 2001. Erick Clemens Christensen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bank Of America Capital Corporation	Shareholder	1 Sep 1998	75% - 100%	36-3009841
Terry E. Perucca	Executive vice president	1 Sep 1998	Other	4473307
James D. Bowden	President	1 Jul 2001	Other	4436857
William B. Franklin	Vice president	1 Jul 2001	Other	4436865
Anita Marie Gonzalez	Vice president	1 Jul 2001	Other	2459985
Edward J. Mccaffrey	Vice president	1 Jul 2001	Other	4436869
Fernando I. Vazquez	Vice president	1 Jul 2001	Other	4436874
Erick Clemens Christensen	Chief compliance officer	1 Jan 2004	Other	1430177
Patrick R. Murray	Chief financial officer	1 Jan 2004	Other	4782980

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bank Of America Corporation	Shareholder	1 Sep 1998	75% - 100%	56-0906609
Nb Holdings Corporation	Shareholder	1 Sep 1998	75% - 100%	56-1857749

Based in Chicago

The principal office where Bank Of America Capital Advisors, LLC performs its advisory services is located at 231 South Lasalle 12 Th Floor, Chicago, IL 60697, 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 312-828-7876 or by fax 312-828-6200. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.