Steeplechase Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Steeplechase Investments provides discretionary portfolio management primarily to individual clients, managing a small number of accounts totaling roughly $4 million in assets. The firm focuses on direct investments in stocks, bonds and exchange-traded funds and does not participate in wrap fee programs or sell insurance or annuity products.
The firm follows an active, tactical approach, shifting between capital appreciation and capital preservation based on macroeconomic views and technical analysis of chart patterns, with fundamental inputs from Investor’s Business Daily and Value Line. Portfolios are tailored to a client’s age and income needs, typically blending lower-beta dividend-paying equities and income-producing bonds while occasionally holding higher-risk positions and sector ETFs.
Notably, Steeplechase charges percentage-of-AUM fees billed quarterly and provides a quarterly newsletter and detailed account reports to clients—features that are uncommon among peer firms of this type. The adviser uses block trading through a low-cost custodian, generally invests alongside clients to align interests, and does not advise or operate private funds or accept commissions or soft-dollar benefits.
Client services
Expertise
Fee options
2% of assets under management annually, billed 0.50% per quarter in arrears
Fee-only: Fee-only, no commissions or markups
Main office
240 E. Ogden Ave. Ste 106
Hinsdale IL 60521
Advisors at this office
1
Most active in
Illinois
Also doing business as
Cogan, Edwin Daly · Steeplechase Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not 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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)