Chase Toberman Heiden
Investment Adviser Representative at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chase Toberman Heiden has worked in the securities industry since 2011. They are registered to provide investment advisory services in Arizona, California, Colorado, Nevada, New York, and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Equity/Asset Allocation $100K-$249,999 | 2.25% |
| Equity/Asset Allocation $250K-$499,999 | 2.00% |
| Equity/Asset Allocation $500K-$999,999 | 1.75% |
| Equity/Asset Allocation $1M-$2,499,999 | 1.50% |
| Equity/Asset Allocation $2.5M-$4,999,999 | 1.25% |
| Equity/Asset Allocation $5M+ | 1.00% |
| Fixed Income $100K-$249,999 | 1.25% |
| Fixed Income $250K-$999,999 | 1.00% |
| Fixed Income $1M-$4,999,999 | 0.75% |
| Fixed Income $5M+ | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Chicago Capital Management Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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