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Brian Patrick O'toole

BUSEY CAPITAL MANAGEMENT, INC.·CHAMPAIGN, Illinois
Clean recordBUSEY CAPITAL MANAGEMENT, INC.
100 WEST UNIVERSITY AVENUE, CHAMPAIGN, IL 61820CRD# 4257435Firm CRD# 128044

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Patrick O'toole · CHAMPAIGN, IL
Registration
CRD #4257435 · BUSEY CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Patrick O'toole is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with BUSEY CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BUSEY CAPITAL MANAGEMENT, INC.
BUSEY CAPITAL MANAGEMENT, INC.
AUM
$339M
Regulatory assets under management
Employees
18
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4257435
Firm CRD# 128044
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Patrick O'toole offer?
Brian Patrick O'toole specializes in Investment Management, Wealth Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are Brian Patrick O'toole's credentials?
Brian Patrick O'toole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick O'toole located?
Brian Patrick O'toole is based in CHAMPAIGN, Illinois, working with BUSEY CAPITAL MANAGEMENT, INC.. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.
How does Brian Patrick O'toole charge for services?
Brian Patrick O'toole's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUSEY CAPITAL MANAGEMENT, INC.?
BUSEY CAPITAL MANAGEMENT, INC. has approximately 18 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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