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CC

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

SEC Registered

Wealth Management For Every Stage Of Life

LISLE, ILhttps://chicagomanagement.com630-241-1122
Assets Under Management
$100M–$500M
Employees
20
Office Locations
5 offices
Total Accounts
618

About the firm

Chicago Capital Management Advisors, LLC offers individually managed portfolios for investors seeking a balance between risk and return.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Areas of expertise

Wealth ManagementIndividually Managed PortfoliosRisk And Return

Services

Wealth management and individually managed portfolios

Who they serve

Investors seeking a balance between risk and return

Client segmentClientsAssets managed
Individuals (Non-HNW)562$81M
High Net Worth Individuals54$52M

618 total clients reported on Form ADV.

Leadership

Michael Robert Grady
PRESIDENT
Daniel Patrick O'halloran
CHIEF COMPLIANCE OFFICER
Robyn Kennedy O'halloran
SHAREHOLDER
Michael Robert Grady
SHAREHOLDER-OFFICER OF HOLDING COMPANY AND ADVISORY
Daniel Patrick O'halloran
OFFICER OF HOLDING COMPANY AND ADVISORY
Kristopher Charles Kessler
OFFICER OF HOLDING COMPANY AND ADVISORY
Kristopher Charles Kessler
VICE PRESIDENT
Inc Chicago Capital Investment Group
HOLDING COMPANY
Michael Robert Grady
SHAREHOLDER
Daniel Patrick O'halloran
SHAREHOLDER
Kristopher Charles Kessler
SHAREHOLDER

Office locations

5 offices in 3 states
IL
LISLEHQ
WI
STEVENS POINT
IL
CHICAGO
CA
LOS ANGELES
CA
SAN CLEMENTE

Advisors at this firm

20 advisors in the directory

Regulatory & compliance

CRD number
#123483
SEC Number
801-130438
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Minimum: $50,000 (waivable)
Asset tierAnnual rate
Equity/Asset Allocation $100K-$249,9992.25%
Equity/Asset Allocation $250K-$499,9992.00%
Equity/Asset Allocation $500K-$999,9991.75%
Equity/Asset Allocation $1M-$2,499,9991.50%
Equity/Asset Allocation $2.5M-$4,999,9991.25%
Equity/Asset Allocation $5M+1.00%
Fixed Income $100K-$249,9991.25%
Fixed Income $250K-$999,9991.00%
Fixed Income $1M-$4,999,9990.75%
Fixed Income $5M+0.50%

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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