SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bulletproof Capital, LLC
Chicago, IL
CRD 341136
Firm filing updated July 10, 2026 ·
- $575.8MAssets
- 4Advisory staff
- 16Accounts
Fees and minimums
All fee types on the form
- Fixed feesYes
- Performance-based feesYes
- Percentage of assets under managementNo
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals7
- Pooled vehicles2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 7 | $6.9 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $552.1 million |
| Charitable organizations | Fewer than 5 clients | $16.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$575.8 million
- Accounts16
- DiscretionaryAll accounts
People
- Employees8
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Registration details
- SEC-registered investment advisor. CRD 341136, SEC file 801-136315.
- Registered with the SEC as an investment advisor (status date on record: May 20, 2026).
Is Bulletproof Capital, LLC a fiduciary?
Short answer: Bulletproof Capital, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.