C
CRD: 328802
Clancy Capital Advisors LLC
Chicago, IL
8044263090
$13.3M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- SSG ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2024
- Office Locations
- 1
Office Locations
-- Chicago IL
About Clancy Capital Advisors LLC
Clancy Capital Advisors LLC is a Chicago-based RIA. The firm has been operating for 2 years. Managing $13.3M in total assets under management, with 1 advisory representatives. They custody assets with SSG and Vanguard. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$13.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Summit capital Timber Wave
Investment Themes
Vertex focus Quantum
Investment Vehicles
Prime glacier
Services
Summit fusion Capital Focus North ridge Delta matrix Ember delta
Owner & Executives
S
STEVEN PATRICK CLANCY
Board Advisor, Chief Compliance Officer, Owner
- CRD
- #7838588
- Ownership
- 75% or more
(327) 778-6515
summit.bridge@peakcapital.com
in linkedin.com/in/eagle-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,300,000
Public Funds:
77.1% Equity - Exchange:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $691,394,659 | 77.1% |
| Equity - Exchange | $205,355,871 | 22.9% |
| Total | $896,750,530 | 100.0% |