Chicago Capital
TL;DR
Founded in 2018, Chicago Capital provides discretionary investment management and planning to individuals, high-net-worth families, foundations and corporations.
$4.8 billion
Regulatory AUM
As of ADV filing 2026-09-21
2,319
Accounts / Clients
818 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
18
Team Size
employees, 12 advisory
8 yrs
Years Registered
First registered 2018
About Chicago Capital
Founded in 2018, Chicago Capital provides discretionary investment management and planning to individuals, high-net-worth families, foundations and corporations.
Office: 550 W. Washington Blvd., Suite 1650, Chicago, IL 60661.
Best for: Families around $2M and up wanting discretionary management at a flat 1.00%
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD291624
RegistrationSEC-registered
First registration2018
Regulatory AUM$4.8 billion
ADV filing date2026-09-21
Accounts2,319
Clients818 individual and high-net-worth clients
Employees18
Advisory employees12
Fee modelAdvisory fee of 1.00% per year; no broker-dealer affiliation in ADV 2A
Minimum$20,000 minimum annual fee, about $2M at the 1.00% rate (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 291624, as of ADV filing 2026-09-21, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 9 of 10
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