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David George Gobberdiel

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois
SIE, Series 7, Series 24, Series 66, Series 79TOClean recordPERFORMANCE TRUST CAPITAL PARTNERS, LLC
500 W. MADISON, CHICAGO, IL 60661CRD# 5953568Firm CRD# 36155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David George Gobberdiel · CHICAGO, IL
Registration
CRD #5953568 · PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
CRD 36155 · SEC 801-72427
AUM
$302M
Regulatory assets under management
Employees
357
2 client accounts
Services offered by PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Per Form ADV
Selection of other advisers
Educational seminars/workshops
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at PERFORMANCE TRUST CAPITAL PARTNERS, LLC →
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Frequently Asked Questions

What services does David George Gobberdiel offer?
David George Gobberdiel specializes in Wealth Management, Financial Education. Contact their office in CHICAGO, Illinois for a consultation.
What are David George Gobberdiel's credentials?
David George Gobberdiel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David George Gobberdiel located?
David George Gobberdiel is based in CHICAGO, Illinois, working with PERFORMANCE TRUST CAPITAL PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does David George Gobberdiel charge for services?
David George Gobberdiel's firm is compensated through percentage of aum, subscription fees, other: based on number of holdings for portfolio accounting service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERFORMANCE TRUST CAPITAL PARTNERS, LLC?
PERFORMANCE TRUST CAPITAL PARTNERS, LLC has approximately 357 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERFORMANCE TRUST CAPITAL PARTNERS, LLC

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Chirag Shah
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Craig Stephen Johnson
CHICAGO, IL
Jason Alan Elder
CHICAGO, IL
David Raymond Salutric
CHICAGO, IL
James Varland Lorentsen
CHICAGO, IL

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Nearby cities in Illinois
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Research
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