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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-11-2018
- Office Locations
- 2
Office Locations
About Chicago Capital, LLC
Chicago Capital (Chi-Cap) is a Chicago-based RIA providing customized investment management and planning for multi-generational families, with capabilities in charitable giving, tax planning, retirement solutions, and work with endowments and foundations. Portfolios are heavily ETF-based, and the firm offers its Chi-Cap GPS global planning service; key custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 23, 2025 and August 7, 2026, reported AUM increased 7.7%, from $4.5B to $4.8B.
Across 5 reported observations, AUM increased 52.9% between May 5, 2022 and August 7, 2026, from $3.2B to $4.8B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 12 advisory representatives and 838 clients, or 69.8 clients per representative. That equates to $5.8M in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Chicago Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID K MABIE
Advisor, Managing Partner
- CRD
- #2072651
- Ownership
- Less than 5%
ERIC SCOTT MADDIX
Managing Partner, Partner
- CRD
- #3254223
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MALINDA HELEN DISTEFANO
Certified Financial Planner
- CRD
- #4448174
RICHARD MARK FRADIN
Partner
- CRD
- #2091095
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,814,872,290 | $2,097,984 |
| Non-Discretionary | $8,461,583 | $352,566 |
| Total | $4,823,333,873 | $2,079,920 |
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Separately Managed Accounts
SMA allocation detail is available
Chicago Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Chicago Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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