Robert
Mcisaac

Chicago Capital Management Advisors, LLC

CRD#1185886
Investment Advisor
in Lisle, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Mcisaac is a financial advisor based in Lisle, Illinois, working with Chicago Capital Management Advisors, LLC. Robert has previously held positions at Mcisaac Financial & Insurance Services, Inc, Crown Capital Securities, American Trust Investmentservices, Inc, and Chicago Capital Management Advisors. Robert has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Robert 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 63, Series 65, Series 66

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Robert Mcisaac Work History

2024 - Present (0 year)

American Trust Investmentservices, Inc

2024 - Present (0 year)

Chicago Capital Management Advisors

1984 - Present (40 years)

Mcisaac Financial & Insurance Services, Inc

2003 - 2023 (20 years)

Crown Capital Securities

Disclosures

Please visit the SEC profile of Robert Mcisaac 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

Sheldon Singleton
Lisle, IL
Wendell Franklin
Lisle, IL
Michael Diprimio
Los Angeles, CA
James Dingle
Lisle, IL
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started