Chicago Capital Management Advisors, LLC

Chicago Capital Management Advisors provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), corporations, trusts, and retirement plans, and supplements investment services with comprehensive financial planning for complex estate, tax, business disposition, and insurance issues. The firm reports approximately $122 million in discretionary assets and works with about 16 advisors serving over 500 client relationships across a range of equity and fixed‑income strategies.

CCMA applies a bottoms‑up fundamental screening process and offers multiple model styles — from aggressive growth and sector‑rotation to dividend/income and laddered fixed‑income allocations — as well as custom portfolios tailored to client risk profiles. The adviser also uses third‑party managers and platform solutions (including Empirical Asset Management and Asset Strategies), offers clients a choice of custodians (Schwab, NFS, RBC, Folio, Equity Trust), and discloses specific cash‑sweep and money‑market handling practices that can affect liquidity and execution timing.

A distinctive operational feature is CCMA’s affiliation with a broker‑dealer (American Trust Investment Services, Inc.) and related advisory entities, and the fact that many advisory representatives are registered with those affiliated firms and hold insurance licenses; the brochure notes these relationships and referral arrangements (including with AssetMark) and the ways certain transactions may be excluded from asset‑based fee calculations. The firm also documents trade‑execution practices such as block trading and averaging of manager/client trades and provides advance billing notices via custodians — operational details investors may want to review alongside standard multi‑team services.