Chicago Capital, LLC

RIASEC RegisteredEst. 2018

Total AUM

$4.8B

Discretionary

$4.8B

100% of AUM

Avg account

$2.1M

Accounts

2,319

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 291624
Registered since: January 11, 2018
Website: www.chi-cap.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.13%
Corporations / Businesses2.94%
Individuals2.41%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chicago Capital, LLC is an independent registered investment adviser that appears to serve both high-net-worth individuals and institutional clients. The firm is organized as an LLC and has been SEC-registered since 2018. Its advisory offerings focus on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. Compensation models include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm reports it does not pursue an active ESG investing mandate and is not structured as a multi-state or pension consultant adviser. Chicago Capital, LLC is not designated as a capital allocator; instead it relies on third-party managers for certain alternative exposures. The firm has been recognized in industry press, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Forbes’ America’s Top RIA Firms lists in 2023 and 2024.