Clancy Capital Advisors LLC

Overview

Clancy Capital Advisors LLC is an Illinois-based independent registered investment adviser organized as an LLC and owned by an individual principal. The firm targets individual and family clients, providing financial planning and portfolio management services tailored to individuals and small businesses. Its practice model includes a mix of fee structures — percentage of assets under management, hourly charges, and fixed fees — and the firm also lists accounting among its business activities, suggesting an adviser background that combines financial planning with tax/accounting experience. The firm does not position itself as a capital allocator; instead it appears to implement client programs largely through pooled public vehicles and select private placements. Clancy Capital does not identify as an active ESG investor and is not described as operating across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices