Clancy Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and comprehensive wealth management services to individual and high‑net‑worth clients, including ongoing discretionary investment management, financial planning, and tax planning and compliance. It offers both one‑time and ongoing financial planning options, including a subscription-style “all‑access” planning service alongside limited‑scope and hourly engagements.
Investment programs are tailored with an investment policy statement for each client and typically use fundamental analysis and modern portfolio theory to construct diversified, long‑term portfolios; the adviser conducts quarterly reviews and executes trades under discretionary authority when authorized. Clients receive regular account reports from their custodian and the firm emphasizes periodic monitoring and rebalancing to align portfolios with clients’ risk tolerances and objectives.
The firm’s principal is a Certified Public Accountant and the advisory offering explicitly includes tax planning and compliance services tied to its wealth management work, a combination that is uncommon among independent advisers. It also advises on less typical investments for a firm of its size—such as private placements, venture capital funds, and precious‑metal ETFs—and discloses the potential conflicts that can arise when an adviser provides ancillary accounting‑related services while maintaining a fiduciary duty.
Client services
Expertise
Fee options
Limited Scope Fixed Fee Projects: $800 - $10,000; All-Access Subscription Fees: $7,000 - $25,000 annually
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 0.90% $5,000,001+: 0.65%
$300 per hour for Limited Scope financial planning services
All-Access Subscription Fees: negotiated fixed fee between $7,000 - $25,000 annually
Fee-only: Standard Portfolio Management: 0.50% annually; Financial Planning: $7,000 - $25,000 annually (All-Access Subscription); Limited Scope Fixed Fee Projects: $800 - $10,000; Limited Scope Hourly Billing: $300/hour
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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