Daniel Borstein
Boon Capital Advisors · Northbrook, Illinois
Daniel Borstein is a fee-only financial advisor at Boon Capital Advisors in Northbrook, Illinois. Boon Capital Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Boon Capital Advisors |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $185.0M across 275 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2807765 |
| Exams passed | Series 63 (1996) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.booncap.com |
| Profile |
How Daniel's firm compares
- Boon Capital Advisors's average account is about $673,000, from its Form ADV (assets managed divided by 275 accounts).
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Questions about Daniel
Is Daniel Borstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Boon Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Boon Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Borstein based?
Daniel Borstein is based in Northbrook, Illinois.
Is Daniel Borstein registered with the SEC?
Yes. Daniel Borstein is registered as an investment adviser representative in IL (CRD 2807765), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boon Capital Advisors manage?
Boon Capital Advisors reports $185.0M across 275 accounts in assets under management.
How do I contact Daniel Borstein?
Through Daniel's website, www.booncap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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