CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
B63
CRD 123483·SEC 801-130438·LISLE, IL
AUM
$135.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$406K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 16 advisors
'26 · 19 advisors
'25'26
16 advisors → 19 advisors▲ +19%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full
| Charles Schwab | 6 |
| E*trade | 4 |
| Fidelity | 2 |
| Goldman Sachs | 2 |
| Folio Institutional | 1 |