Chicago Capital Management Advisors, LLC
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Overview
Chicago Capital Management Advisors, LLC is located at 4722 Main Street, Lisle, IL. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. Chicago Capital Management Advisors, LLC is not a registered broker-dealer.
Chicago Capital Management Advisors, LLC oversees $110.2 million in assets under management across 529 accounts, of which 517 are discretionary and 12 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Chicago Capital Management Advisors, LLC includes asset-based and hourly fees. The firm has 168 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.
Chicago Capital Management Advisors, LLC is registered in the states of Arizona, California, Colorado, Florida, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Chicago Capital Management Advisors, LLC by the Numbers
$110.2 million
17
529
$208.4 thousand
Products and Services
Chicago Capital Management Advisors, LLC offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. In the prior fiscal year, Chicago Capital Management Advisors, LLC provided 45301 of its customers with financial planning services. The Company is not involved in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely are based on the type of financial services provided. Fees charged by Chicago Capital Management Advisors, LLC can include any combination of the following fee types: asset-based or hourly.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 2 clients, Chicago Capital Management Advisors, LLC's biggest client type by number of accounts is high net worth investors, although it also caters to 168 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 31.76%
- Other Individuals - 68.24%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Chicago Capital Management Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Chicago Capital Management Advisors, LLC
Lisle, IL
Lisle, IL
Lisle, IL
Los Angeles, CA
Dana Point, CA
Lisle, IL
Newport Beach, CA
Lisle, IL
Lisle, IL
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