City Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
22
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 organized as a limited liability company and is classified in the data as an investment bank. The firm registered with the SEC in 2007 and is identified as individually owned. The available records flag the firm as not acting as a capital allocator and not engaging as an active ESG investor. Several customary disclosure fields are blank in the source material: the firm did not provide details about its client base, fee arrangements, stated business activities, or advisory services. The profile also indicates the firm is not registered as a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser.

Assets & Accounts

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 21
  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • Scott Lang

    Scott Lang

    Managing DirectorCRD 1396305

  • Mark Timmerman

    Mark Timmerman

    Co-Founder and Managing DirectorCRD 1566278

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth