Justin
Smith

Chicago Capital Management Advisors, LLC

CRD#6097789
Investment Advisor
in Lisle, IL

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About this Advisor

Justin Smith is a financial advisor based in Lisle, Illinois, working with Chicago Capital Management Advisors, LLC. Justin has previously held positions at Quiver Financial, Newport Coast Securities, Westpark Capital Inc, American Trust Investment Services, and Chicago Capital Management. Justin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona, California, and Colorado. Currently, Justin is part of Chicago Capital Management Advisors, LLC, which operates out of Lisle, Illinois. The firm has 4 offices and 17 employees. The firm manages assets totaling $110.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Chicago Capital Management Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

4722 Main Street
Lisle, IL 60532

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Chicago Capital Management Advisors, LLC Brokerage Details

Total Assets Under Management

$110,237,992

IL Average: $6,674,516,078
Total Number of Employees

17

IL Average: 44
Total Number of Accounts

529

IL Average: 2,564
Average Account Size

$208,389

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Justin Smith Work History

2020 - Present (5 years)

American Trust Investment Services

2020 - Present (5 years)

Chicago Capital Management

2016 - 2020 (4 years)

Westpark Capital Inc

2012 - 2016 (4 years)

Newport Coast Securities

2011 - 2016 (5 years)

Quiver Financial

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Disclosures

Please visit the SEC profile of Justin Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chicago Capital Management Advisors, LLC

Wendell Franklin
Lisle, IL
Sheldon Singleton
Lisle, IL
James Dingle
Lisle, IL
Michael Diprimio
Los Angeles, CA
Chase Heiden
Dana Point, CA
Justin Smith
Lisle, IL
David Levinson
Newport Beach, CA
Robyn O'Halloran
Lisle, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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