# Jeffrey Berman

> Jeffrey Berman is a fee-only financial advisor at Trifecta Capital Advisors in Northbrook, Illinois. Trifecta Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-berman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trifecta Capital Advisors
- **Based in:** Northbrook, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $927.4M across 504 accounts
- **Works with:** Executives
- **CRD:** 7480586 (https://adviserinfo.sec.gov/individual/summary/7480586)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://trifectacapitaladvisors.com

## Frequently asked questions

### Is Jeffrey Berman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Trifecta Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Trifecta Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Berman based?

Jeffrey Berman is based in Northbrook, Illinois.

### Is Jeffrey Berman registered with the SEC?

Yes. Jeffrey Berman is registered as an investment adviser representative in IL (CRD 7480586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trifecta Capital Advisors manage?

Trifecta Capital Advisors reports $927.4M across 504 accounts in assets under management.

### How do I contact Jeffrey Berman?

Through Jeffrey's website, trifectacapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7480586): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://trifectacapitaladvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.