City Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
143528
Registered since
July 30, 2007

Firm profile

FINTRX

Overview

City Capital Advisors, LLC is a privately owned limited liability company that has been SEC-registered since 2007 and is categorized in the available data as an investment bank. The firm is owned by an individual and the data does not identify it as a capital allocator or a multi-state adviser. The snapshot flags the firm as not actively pursuing ESG investing and not operating as a pension consultant or related adviser. The submission provided no detail about the firm’s client segmentation, fee schedules, specific business lines, or advisory services, so public-facing descriptions of its client-facing model and product lineup are not available from the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Daniel Kipp

    Daniel Kipp

    Co-Founder and CEOCRD 1379802

Contacts

3 of 18
  • Peter Hurtgen

    Peter Hurtgen

    Managing DirectorsCRD 2599596

  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • D. Stovall

    D. Stovall

    Managing DirectorCRD 8076987

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
444 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth