Chicago Capital, LLC

RIASEC Registered

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 (SEC registered in 2018) that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Chicago Capital is not positioned as a capital allocator; it maintains relationships with outside managers for certain alternative exposures. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser. Chicago Capital has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ RIA rankings (America’s Top RIA Firms 2023 and Top RIA Firms 2024).