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BOON CAPITAL ADVISORS LLC

NORTHBROOK, IL · CRD 174016 · IAPD ↗ · 224-326-2044

$185.0MRegulatory AUM
1Advisory reps
2Employees
8Clients
51-100Planning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — BOON CAPITAL ADVISORS LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2024 — BOON CAPITAL ADVISORS LLC (NORTHBROOK, IL) is newly SEC-registered with $146.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.