Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
23 years
Location
Hagerstown, MD
Chicago Capital Management Advisors, LLC
Team
Gary Clark is a financial advisor at Chicago Capital Management Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with several firms, including Soar Financial LLC and New York Life Insurance Company. Clark is also involved in insurance brokering as a side business. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach, offering tailored strategies that include growth, income, and asset allocation, and incorporates derivatives and external model managers in its solutions.
Based on Chicago Capital Management Advisors, LLC
Based on Chicago Capital Management Advisors, LLC
$100,000 - $249,999: 2.25% Maximum Fee (Equity and Asset Allocation Accounts) $250,000 - $499,999: 2.00% Maximum Fee (Equity and Asset Allocation Accounts) $500,000 - $999,999: 1.75% Maximum Fee (Equity and Asset Allocation Accounts) $1,000,000 - $2,499,999: 1.50% Maximum Fee (Equity and Asset Allocation Accounts) $2,500,000 - $4,999,999: 1.25% Maximum Fee (Equity and Asset Allocation Accounts) $5,000,000+: 1.00% Maximum Fee (Equity and Asset Allocation Accounts) $100,000 - $249,999: 1.25% Maximum Fee (Fixed Income Accounts) $250,000 - $999,999: 1.00% Maximum Fee (Fixed Income Accounts) $1,000,000 - $4,999,999: 0.75% Maximum Fee (Fixed Income Accounts) $5,000,000+: 0.50% Maximum Fee (Fixed Income Accounts)
$200 to $500 per hour for complex financial planning analysis based on complexity.
Account minimum: $50,000 for equity or asset allocation accounts; $100,000 for fixed income accounts (minimums may be waived at firm's discretion)
Hagerstown, MD
Hagerstown MD
Advisors at this office
1
Maryland
23 years of industry experience
Chicago Capital Management Advisors, LLC
2026 - Present • 1 year
Lisle, IL
Soar Financial LLC
2024 - 2026 • 2 years
Murfreesboro, TN
American Trust Investment Services, Inc.
2023 - Present • 3 years
Los Angeles, CA
NYLIFE Securities LLC
2020 - 2023 • 3 years
Pittsburgh, PA
Eagle Strategies (NY Life)
2020 - 2023 • 3 years
Pittsburgh, PA
New York Life Insurance Company
2020 - 2024 • 4 years
Pittsburgh, PA
Nationwide Securities, LLC
2008 - 2020 • 12 years
Hagerstown, MD
Sole Proprietor
2007 - Present • 19 years
Hagerstown, MD
Nationwide Financial Network
2007 - 2020 • 13 years
Newark, DE
Clark & Clark Inc.
2000 - Present • 26 years
Hagerstown, MD
Antietam Enterprise, LLC
1996 - Present • 30 years
Hagerstown, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Greencastle, PA
Cumberland Valley Financial Services Inc.
Fred Young is a CFP® professional with 32 years of industry experience, serving as the sole advisor at Cumberland Valley Financial Services Inc. in Greencastle, PA, where he has worked since 1992. He holds a Series 65 license and provides financial advisory services through an independent, state-registered firm. Cumberland Valley Financial Services Inc. offers ongoing portfolio management and comprehensive financial advice to individuals, pensions, profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm implements diversified investment allocations primarily using no-load mutual funds and ETFs, managing a significant portion of assets on a discretionary basis under tailored investment policies.
CFP®, Series 63, Series 65
Hagerstown, MD
Plan2Retire
Jeffrey Bowers is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Plan2Retire in Hagerstown, MD. He has worked at Bowers Advisory Group, LLC since 2008 and co-owns Donald C. Bowers Insurance, Inc., a non-investment-related business. Plan2Retire is an independent, fee-based advisory firm that serves individual households and employer retirement plans with discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs individualized investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial consulting, participant education, and public seminars.
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
Keith Bryan is a financial advisor at Bryan Investments, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bryan Investments since 2011. Bryan Investments serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. The firm employs both fundamental and technical analysis, generally favoring long-term purchase strategies while using short-term trading in limited cases, and operates with a flat annual management fee without charging percentage-of-assets fees or accepting commissions.
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
Catherine Bryan is a financial advisor at Bryan Investments, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Bryan Investments since 2011. The firm serves individual clients, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. Bryan Investments uses fundamental and technical analysis, generally favoring long-term purchase strategies, and employs a flat annual management fee structure without charging percentage-of-assets fees or accepting commissions.
Series 66
Ashton, MD
Onyx Bridge Wealth Group LLC
Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.
CFP®, Series 65
Williamsport, MD
Grant Street Asset Management Inc
Landon Buzzerd is a CFP® with six years of industry experience. He is currently with Grant Street Asset Management, Inc., where he has worked since 2023. Prior to this, he was with Obsidian Personal Planning Solutions, LLC, and also held roles at the University of Maryland and Hagerstown Community College. Grant Street Asset Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, and institutional clients such as pension and charitable organizations. The firm’s investment approach includes asset allocation across mutual funds, ETFs, and individual securities using various analyses tailored to client goals and risk tolerance.
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