CRD: 123243
Chicago Investment Advisory Council, Inc.
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Prime summit
- Established Date
- 06-02-1998
- Office Locations
- 1
Office Locations
About Chicago Investment Advisory Council, Inc.
Chicago Investment Advisory Council, Inc. is an Illinois RIA founded in 1997 by John Davis, providing retirement-focused financial planning and ongoing wealth management for families, entrepreneurs, executives, and corporate retirement accounts. Portfolios emphasize ETF-based implementation with risk management, supported by a Nitrogen (Riskalyze) risk score workflow, and custody at Schwab.
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Investment Themes
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Owner & Executives
JOHN ELBERT DAVIS
Chief Compliance Officer, President
- CRD
- #2753428
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL JOHN FULKERSON
Financial Advisor
- CRD
- #4553229
RONNY K MARK
President
- CRD
- #2519500
Meridian crest
Foundation wave foundation
- CRD
- #26678
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,000,000 | $153,333 |
| Non-Discretionary | $0 | -- |
| Total | $230,000,000 | $153,333 |
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Separately Managed Accounts
Total SMA Asset: $230,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,234,245,118 | 34.1% |
| Cash | $2,385,242,031 | 65.9% |
| Total | $3,619,487,149 | 100.0% |