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Richard Scott Berg

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63Clean recordPERFORMANCE TRUST CAPITAL PARTNERS, LLC
500 W. MADISON, CHICAGO, IL 60661CRD# 1077170Firm CRD# 36155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Scott Berg · CHICAGO, IL
Registration
CRD #1077170 · PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
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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04

Frequently Asked Questions

What services does Richard Scott Berg offer?
Richard Scott Berg specializes in Wealth Management, Financial Education. Contact their office in CHICAGO, Illinois for a consultation.
What are Richard Scott Berg's credentials?
Richard Scott Berg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Scott Berg located?
Richard Scott Berg 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 Richard Scott Berg charge for services?
Richard Scott Berg'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

Edward Paul Thill
CHICAGO, IL
Chirag Shah
CHICAGO, IL
Craig Stephen Johnson
CHICAGO, IL
Jason Alan Elder
CHICAGO, IL
David George Gobberdiel
CHICAGO, IL
David Raymond Salutric
CHICAGO, IL

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Nearby cities in Illinois
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Research
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