William Blair & Company
47yrs
Top advisor by experience in Illinois
22yrs
Based in Chicago, Illinois, Daniel Simon is a financial advisor with 22 years of industry experience. Daniel has been with Captrust since 2021; before that, Daniel spent 17 years at Ellwood. Daniel holds the CFA designation.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 70% of advisors in Chicago
Office71 South Wacker Drive Suite 3490, Chicago, IL 60606
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowCaptrustCurrent firm
- 2005 – 2021EllwoodPreviously
Contact Daniel
(919) 870-6822Firm headquarters in Raleigh, NC. Ask for Daniel. 71 South Wacker Drive Suite 3490Chicago, IL 60606Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Captrust at (919) 870-6822 and ask for Daniel Simon. Daniel works from the Chicago, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 22 years. More experience than 70% of advisors in Chicago.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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