$4.8B Total AUM
$4.8B Disc. AUM
12.3% 3Y CAGR
18 Employees
838 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FocusOak +more
- Established Date
- 01-11-2018
- Office Locations
- 3
Office Locations
135 S Lasalle Street Suite 4200 Chicago IL
135 S. Lasalle Ste. 4200 Chicago IL
-- Chicago IL
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.
Team overview
58 AVG AGE
$401.9M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
4.7 yrs AVG TENURE
18 Employees
12 Advisory Reps
11 RIA Reps
8yrs Firm Age
Insights
Unlock to see real insight on vital north.
Unlock to compare peer behavior around beacon glacier.
Open the full profile to inspect shifts in summit beacon.
Request access to benchmark trends tied to focus.
Full visibility includes strategy notes for optima summit.
Full visibility includes strategy notes for horizon oak.
Unlock to see real insight on optima eagle.
Unlock to see real insight on meridian frontier.
Asset Classes
Optima Vertex focus
Client Personas
Bridge eagle
CRM
North
Custodian
Delta alpha Delta capital Vertex value Vector Ridge horizon Pathway insight Signal value Signal element Atlas
Investment Themes
Peak ember Zenith
Investment Vehicles
Legacy
Platform
Legacy eagle Prime
Services
Bridge signal Horizon Timber alpha Wave alpha Eagle crest Radial Vital Vertex
Technology
Quantum Horizon vertex Insight pathway
Owner & Executives
DAVID K MABIE
Advisor, Managing Partner
- CRD
- #2072651
- Ownership
- Less than 5%
(596) 504-3454
insight.optima@primecapital.com
in linkedin.com/in/harbor-harbor
ERIC SCOTT MADDIX
Managing Partner, Partner
- CRD
- #3254223
- Ownership
- Less than 5%
(942) 816-5863
atlas.unison@crestcapital.com
in linkedin.com/in/matrix-insight
O
Optima ridge
Vector value harbor
- CRD
- #91455
- Ownership
- 26.7%
(655) 486-3717
foundation.atlas@vectorcapital.com
in linkedin.com/in/ridge-radial
Showing 2 of 3 owners & executives
Unlock allContacts
MALINDA HELEN DISTEFANO
Certified Financial Planner
- CRD
- #4448174
(589) 745-4932
glacier.timber@quantumcapital.com
in linkedin.com/in/oak-pathway
RICHARD MARK FRADIN
Partner
- CRD
- #2091095
(457) 646-3655
optima.legacy@deltacapital.com
in linkedin.com/in/glacier-optima
M
Meridian focus
North unison
- CRD
- #20586
(499) 361-2389
unison.horizon@oakcapital.com
in linkedin.com/in/bridge-atlas
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,823,333,873
Equity - Exchange:
37.6% U.S. Government/Agency:
27.0% Cash:
26.6% Public Funds:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,320,859,707 | 37.6% |
| U.S. Government/Agency | $2,384,659,896 | 27.0% |
| Cash | $2,349,331,601 | 26.6% |
| Public Funds | $777,222,484 | 8.8% |
| Total | $8,832,073,688 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL VECTOR EMBER | VECTOR BEACON | K9D023BJB | DBFTY | 10.34% | $59,923,273 |
| CREST INSIGHT | FOUNDATION VERTEX | 6SU6WL7JC | XAQSM | 5.93% | $76,887,125 |
| BRIDGE SUMMIT VERTEX | FOCUS ZENITH | D18KX6XI7 | NPF | 10.98% | $59,890,605 |
| MERIDIAN UNISON | BRIDGE MOMENTUM | H55MNMNTN | AQETL | 4.65% | $44,700,539 |
| PIONEER MOMENTUM | ELEMENT HARBOR | 0UDMLB9LK | WLQHX | 4.66% | $60,526,404 |
| GLACIER ATLAS MOMENTUM | ATLAS EMBER | WNBLZ9QOQ | BYMM | 1.45% | $59,303,276 |
| ALPHA MOMENTUM FRONTIER | CAPITAL BRIDGE | 8XCBXFBD2 | ILETV | 7.41% | $106,657,912 |
| DELTA NORTH | VALUE LEGACY | ZWMPELTTW | YNH | 8.78% | $89,157,566 |