Overview
Assets Under Management: $135 million
Headquarters: LISLE, IL
High-Net-Worth Clients: 54
Average Client Assets: $1.0 million
Frequently Asked Questions
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123483), CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC is headquartered in LISLE, IL.
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC serves 54 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC manages $135 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.36%
Average Client Assets: $1.0 million
Total Client Accounts: 618
Discretionary Accounts: 618
Regulatory Filings
CRD Number: 123483
Filing ID: 2083116
Last Filing Date: 2026-03-25 20:11:15