Andrew Cupps, financial advisor Chicago IL

Andrew Cupps

CRD Number: 1720505
Current Firm: Advisory Research Inc.

Andrew Cupps (CRD# 1720505) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Advisory Research, Inc. Chicago, IL Oct 2016 - Current 5
Cupps Capital Management, LLC Chicago, IL May 2000 - Oct 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Andrew S. Cupps
Phone Number: 312-565-1414
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,485
    MILLIONS
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $4,626,896
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, HI, ID, IL, LA, MA, MD, NE, NH, NJ, NY, OH, PA, TX, VA, WI

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