C
CRD: 333344
Chicago Oakbrook Financial Group
OAK Brook, IL, 60523
6309545572
$1.2B Total AUM
$1.1B Disc. AUM
-- 3Y CAGR
19 Employees
1,380 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-06-2024
- Office Locations
- 2
Office Locations
500 Park Blvd Itasca IL
903 Commerce Drive, Suite 300 OAK Brook IL
About Chicago Oakbrook Financial Group
Chicago Oakbrook Financial Group is a OAK Brook-based RIA with 2 offices. The firm has been operating for 1 years. Managing $1.2B in total assets under management, with 9 advisory representatives. They custody assets with Raymond James. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
49 AVG AGE
$134.4M AVG AUM / ADVISOR
$876.2K AVG AUM / CLIENT
1.1 yrs AVG TENURE
19 Employees
9 Advisory Reps
9 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
North vital Zenith Zenith Frontier foundation
Client Personas
Ember
Investment Themes
Value summit Element summit Delta
Investment Vehicles
Focus legacy
Services
Alpha ember Pioneer Harbor wave Vertex Vital Fusion frontier Beacon vital Matrix
Owner & Executives
DAVID NATHAN NAVARRO
President
- CRD
- #1527259
- Ownership
- 50% but less than 75%
(266) 237-2830
glacier.focus@oakcapital.com
in linkedin.com/in/beacon-radial
FRANK EDWARD KAUTZKY
Chief Compliance Officer, CHIEF OPERATING OFFICER, Director Of Operations
- CRD
- #3253349
- Ownership
- 5% but less than 10%
(254) 498-9462
ridge.north@ridgecapital.com
in linkedin.com/in/unison-insight
Showing 2 of 2 owners & executives
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CARLO JAMES AIRDO JR.
--
- CRD
- #6321422
(435) 683-3029
harbor.matrix@zenithcapital.com
in linkedin.com/in/optima-ember
H
Hanna An
--
- CRD
- #6867565
(624) 956-3908
north.timber@harborcapital.com
in linkedin.com/in/vertex-meridian
D
Delta fusion
Wave ember meridian
- CRD
- #36358
(763) 651-7227
matrix.zenith@focuscapital.com
in linkedin.com/in/meridian-capital
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,111,693,596 | $258,293 |
| Non-Discretionary | $97,504,422 | $2,378,157 |
| Total | $1,209,198,018 | $278,296 |
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Separately Managed Accounts
Total SMA Asset: $1,209,198,018
Public Funds:
19.1% Equity - Exchange:
6.7% Cash:
21.6% Private Funds:
24.0% Other:
19.6% U.S. Government/Agency:
9.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,068,388,260 | 19.1% |
| Equity - Exchange | $374,774,939 | 6.7% |
| Cash | $1,208,229,655 | 21.6% |
| Private Funds | $1,342,477,395 | 24.0% |
| Other | $1,096,356,539 | 19.6% |
| U.S. Government/Agency | $503,429,023 | 9.0% |
| Total | $5,593,655,811 | 100.0% |