Chicago Capital Management Advisors, LLC

RIASEC Registered

Total AUM

$135M

Discretionary

$135M

100% of AUM

Avg account

$219K

Accounts

618

Employees

Advisory reps

Firm details

Headquarters: Lisle, Illinois
CRD number: 123483
Registered since: June 12, 2024
Website: www.chicagomanagement.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, ETC BROKERAGE SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals59.54%
HNWI38.36%
Corporations / Businesses2.1%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Chicago Capital Management Advisors, LLC is a limited liability company that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm is registered with the SEC (registered in 2024) and identifies itself as a capital allocator that works with both high-net-worth individuals and family clients as well as institutional investors. Its fee model combines a percentage-of-AUM advisory fee with hourly billing for certain services. The firm reports active ESG investing practices and maintains industry ties to a broker‑dealer, another investment adviser, and an insurance company.