A complete list of active advisors currently associated with Chicago Capital Management Advisors, LLC
Warmer can help you find a great advisor at Chicago Capital Management Advisors, LLC or one who fits your needs even better.
Chicago Capital Management Advisors is a multi‑team registered investment adviser with roughly $135 million in discretionary assets under management, about 15 advisors, and a client base of approximately 616 households. The firm provides portfolio management for individuals (including high‑net‑worth clients), corporations, trusts and retirement plans and also offers financial planning services, including hourly, comprehensive planning for complex estate, tax, business disposition and insurance matters. CCMA employs a bottoms‑up fundamental screening process to build customized portfolios across risk profiles, from fixed‑income ladders to aggressive growth and sector‑rotation strategies, and it recently added a Tactical Asset Portfolio for high‑risk profiles; the firm may use options, higher‑beta ETFs, closed‑end funds and hedging tools where appropriate. It routinely integrates third‑party managers and model suites (including Empirical, Delta, and an affiliated Asset Strategies offering) and operates accounts across multiple custodians, a setup the firm highlights can affect cash‑sweep interest and the speed of deploying uninvested cash. What is distinctive about CCMA is its multi‑affiliate operating model—an affiliated state‑registered adviser and an investment‑management subsidiary, referral arrangements with a platform provider, and advisory personnel who are also registered representatives and insurance producers—which creates broader service and product access along with additional disclosure and conflict‑management considerations. Compared with many multi‑team peers, the firm’s combination of a relatively modest firmwide AUM for its advisor count, its explicit hourly offering for complex planning, and its policy of having clients vote their own proxies are notable operational features.
To learn more about the advisors currently working at Chicago Capital Management Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Chicago Capital Management Advisors, LLC's office locations.
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