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CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483 · SEC 801-130438
4722 MAIN STREET, LISLE, IL, 60532, United States
Phone
630-241-1122
Fax
630-435-9129
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.2M
Discretionary AUM
$135.2M
Team
20 total employees; 19 advisory reps; 618 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersESTATE AND INSURANCE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 562 | $80.5M |
| High net worth individuals | 54 | $51.9M |
| Corporations/business entities | 4 | $2.8M |
States served
AZ, CA, CO, IL, IN, LA, MD, MA, MI, NV, NM, NC, OR, PA, SC, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD