AdvisorOS Directory
Claim Profile
Unclaimed Profile
RG

Richard Andrew Gillis

CAPITAL PROGRAMS ADVISORY CORP·EVANSTON, Illinois
Clean recordCAPITAL PROGRAMS ADVISORY CORP
2755 EASTWOOD AVENUE, EVANSTON, IL 60201CRD# 221913Firm CRD# 110824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Andrew Gillis · EVANSTON, IL
Registration
CRD #221913 · CAPITAL PROGRAMS ADVISORY CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Andrew Gillis is a registered financial advisor based in EVANSTON, Illinois, affiliated with CAPITAL PROGRAMS ADVISORY CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CAPITAL PROGRAMS ADVISORY CORP
CAPITAL PROGRAMS ADVISORY CORP
AUM
$72M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITAL PROGRAMS ADVISORY CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 221913
Firm CRD# 110824
View on FINRA BrokerCheck →

Looking for a financial advisor in EVANSTON?

Browse all registered financial advisors in EVANSTON, Illinois or claim this profile if it's yours.

Browse EVANSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Richard Andrew Gillis offer?
Richard Andrew Gillis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSTON, Illinois for a consultation.
What are Richard Andrew Gillis's credentials?
Richard Andrew Gillis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Andrew Gillis located?
Richard Andrew Gillis is based in EVANSTON, Illinois, working with CAPITAL PROGRAMS ADVISORY CORP. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Richard Andrew Gillis charge for services?
Richard Andrew Gillis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL PROGRAMS ADVISORY CORP?
CAPITAL PROGRAMS ADVISORY CORP has approximately 2 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CAPITAL PROGRAMS ADVISORY CORP

Gary Dale Dempsey
EVANSTON, IL
John Phillip Castellanos
EVANSTON, IL

More Advisors in EVANSTON, Illinois

William Andrew Worth
FIDUS INVESTMENT ADVISORS, LLC·EVANSTON, IL
Kenneth Marc Tallering
INDUSTRIAL OPPORTUNITY PARTNERS, LLC·EVANSTON, IL
Jeffrey Michael Mann
SILVER OAK SERVICES PARTNERS,LLC·EVANSTON, IL
Mark J. Styslinger
FIDUS INVESTMENT ADVISORS, LLC·EVANSTON, IL
Asher Dov Wolmark
DHC 2016 LLC·EVANSTON, IL
Brett Aaron Snyder
NICOLET CAPITAL PARTNERS, LLC·EVANSTON, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)DOWNERS GROVE (83)ROCKFORD (70)SPRINGFIELD (68)WHEATON (68)OAKBROOK TERRACE (66)DEERFIELD (60)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile