CHICAGO INVESTMENT ADVISORY GROUP

Overview

Chicago Investment Advisory Group is a fee-based corporate RIA that opened SEC registration in 2019 and serves both individual/family and institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses and includes pension consulting services. Its typical billing model is a percentage of assets under management. The firm is not labeled an active ESG investor and does not position itself as a capital allocator; instead it relies heavily on public pooled vehicles for core exposure while supplementing client portfolios with third‑party alternative managers where appropriate. Custody is concentrated at Charles Schwab & Co., Inc., which houses the bulk of the firm’s assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices