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About Chicago Capital
Chicago Capital, an SEC registered investment adviser (RIA), is a financial advisory company that specializes in providing customized investment services tailored to its clients' specific goals and circumstances. Founded on the principle of putting clients first, Chicago Capital, or Chi-Cap for short, works closely with individuals to develop and implement financial plans designed to achieve their unique objectives while considering personal circumstances and constraints.
The company's approach involves creating personalized financial GPS roadmaps for clients. These plans guide clients' financial journeys and often include mile markers and rest stops along the way. As circumstances change over time, Chi-Cap ensures that these plans are adjusted accordingly to reflect new realities.
One of the key strengths of Chicago Capital is its ability to coordinate with an array of tax, accounting, and legal teams to meet its clientele's diverse needs. By collaborating with these professionals, Chi-Cap ensures its clients receive comprehensive advice considering their financial situation.
Retirement planning is another area where Chicago Capital excels. The company helps clients develop effective strategies and save for their post-employment years. With expertise in 401(k)s, 403(b)s, profit sharing, defined benefit plans, and all types of IRAs, Chi-Cap offers guidance that simplifies the complexities of retirement planning.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Tax Optimization
More about Chicago Capital
| Designations | Minimum asset threshold |
| RIA | N/A |
| Firm CRD Number | Number of advisors |
| 291624 | 7 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Chicago Capital.