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Chicago Capital Management Advisors, LLC

Chicago Capital Management Advisors, LLC. CRD 123483

C

CRD: 123483

Chicago Capital Management Advisors, LLC

Lisle, IL, 60532
6302411122
www.chicagomanagement.com
$135.2M Total AUM
$135.2M Disc. AUM
-- 3Y CAGR
20 Employees
1,238 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · ETC Brokerage · Fidelity/NFS · Folio Investments · RBC
Clients
Retail and Institutional
Platforms
Bridge crest
Established Date
01-09-2003
Office Locations
14

Office Locations

30 Corporate Park #306 Irvine CA
4722 Main Street Lisle IL
4722 Main Street Lisle IL

About Chicago Capital Management Advisors, LLC

Chicago Capital Management Advisors, LLC is a Lisle-based RIA with 14 offices. The firm has been operating for 23 years. Managing $135.2M in total assets under management, with 19 advisory representatives. They custody assets with Charles Schwab & Company and ETC Brokerage. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

57 AVG AGE
$7.1M AVG AUM / ADVISOR
$109.2K AVG AUM / CLIENT
7.4 yrs AVG TENURE
20 Employees
19 Advisory Reps
19 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Ember Catalyst Horizon alpha

Client Personas

Pathway

Custodian

Unison ember Delta Vertex wave Atlas vector Pioneer matrix Vector Peak ridge Zenith ember Vital zenith

Investment Themes

Frontier wave Capital ridge Legacy momentum Eagle

Investment Vehicles

Pathway North ember

Services

Pioneer signal Vector Value Value Meridian focus Oak vector

Technology

North

Owner & Executives

MICHAEL ROBERT GRADY

MICHAEL ROBERT GRADY

Chief Financial Officer, Manager, President

CRD
#1392784
Ownership
10% but less than 25%
(434) 853-2638
harbor.wave@fusioncapital.com
in linkedin.com/in/vertex-frontier
K

KRISTOPHER CHARLES KESSLER

DIRECTOR, VICE PRESIDENT

CRD
#4543640
Ownership
10% but less than 25%
(879) 663-6799
vital.prime@momentumcapital.com
in linkedin.com/in/zenith-prime
A

Alpha horizon

Foundation eagle crest

CRD
#31416
Ownership
27.5%
(635) 944-2887
vertex.quantum@optimacapital.com
in linkedin.com/in/value-delta

Showing 2 of 3 owners & executives

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Contacts

SCOT BARRINGER

SCOT BARRINGER

Advisor, Investment Advisor Representative

CRD
#1385168
(540) 921-9284
atlas.quantum@glaciercapital.com
in linkedin.com/in/quantum-ridge
J

JAMES LESLIE CLARREN

--

CRD
#2324494
(969) 865-4775
summit.harbor@capitalcapital.com
in linkedin.com/in/vector-frontier
C

Catalyst zenith

Crest alpha

CRD
#58637
(903) 492-8152
glacier.momentum@legacycapital.com
in linkedin.com/in/signal-frontier

Showing 2 of 19 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-30-2011
04-30-2012
08-20-2024
03-27-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $135,217,000 $218,798
Non-Discretionary $0 --
Total $135,217,000 $218,798

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Separately Managed Accounts

Total SMA Asset: $135,217,000

$135.2M Total SMA
Equity - Exchange:
20.9%
Cash:
15.7%
Public Funds:
30.5%
Other:
14.8%
U.S. Government/Agency:
18.1%
Asset class Assets Assets %
Equity - Exchange $535,184,430 20.9%
Cash $402,028,495 15.7%
Public Funds $781,010,771 30.5%
Other $378,982,276 14.8%
U.S. Government/Agency $463,485,082 18.1%
Total $2,560,691,054 100.0%

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