David MabieCRD Number: 2072651
Current Firm: Chicago Capital, LLC
Compensation Model: Fee Only
David Mabie (CRD# 2072651) is an Investment Advisor Representative at Chicago Capital, LLC in Chicago, IL and has over 25 years of experience in the finance industry. Chicago Capital (Chi-Cap) is a Registered Investment Advisor (RIA), providing customized investment services tailored to the specific goals and circumstances of clients. More info at www.Chi-Cap.com.
Dave is a Chartered Financial Analyst and a member of the CFA society of Chicago. He has been named a Top Financial Advisor by Barron’s, Best-In-State by Forbes, and a Notable Financial Adviser by Crain’s. He is a Trustee of Lewis & Clark College and a member of the Springboard Foundation, a nonprofit primarily supporting afterschool education programs in Chicago. Dave is a member and manager of Cache Creek Ranch LLC, which owns and operates a cattle ranch in Wilsall, Montana.
Education: B.S. Lewis & Clark College; M.M. Northwestern University Kellogg Graduate School of Management
Ellis Wealth Advisors, LLC
|Chicago Capital, LLC||Chicago, IL||Feb 2018 - Current||1|
|William Blair & Company LLC||Chicago, IL||Oct 1993 - Feb 2018||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1994|
|S65||NASAA Investment Advisors Law Examination||Feb 1998|
Total Assets Under Management1,588MILLIONS
Total Number of Accounts1,126ACCOUNTS
Average Account Value$1,410,007
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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