Chicago Capital, LLC

Chicago Capital, LLC (CRD# 291624) is a financial advisory firm headquartered in Tacoma, WA. They manage $1,587,667,869 in 1,126 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,588
    MILLION
  • Total Number of Accounts
    1,126
    ACCOUNTS
  • Average Account Value
    $1,410,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, HI, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, OH, RI, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Chicago Capital, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Malinda H. Distefano
CRD#: 4448174
Chicago, IL 60603

Malinda Distefano (CRD# 4448174) is an Investment Advisor Representative working at Chicago Capital, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

2
David K. Mabie
CRD#: 2072651
Chicago, IL 60606

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

3
James W. Mabie
CRD#: 315550
Chicago, IL 60603

James Mabie (CRD# 315550) is an Investment Advisor Representative working at Chicago Capital, LLC in Chicago, IL and has over 39 years of experience in the finance industry.

4
Eric S. Maddix
CRD#: 3254223
Chicago, IL 60603

Eric Maddix (CRD# 3254223) is an Investment Advisor Representative working at Chicago Capital, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

5
Stacey L. Sargent
CRD#: 2594207
Chicago, IL 60603

Stacey Sargent (CRD# 2594207) is an Investment Advisor Representative working at Chicago Capital, LLC in Chicago, IL and has over 23 years of experience in the finance industry. Stacey Sargent has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John A. Shea
CRD#: 1780698
Chicago, IL 60603

John Shea (CRD# 1780698) is an Investment Advisor Representative working at Chicago Capital, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

7
James W. Weyerhaeuser
CRD#: 6075149
Tacoma, WA 98401

James Weyerhaeuser (CRD# 6075149) is an Investment Advisor Representative working at Chicago Capital, LLC in Tacoma, WA and has 1 year of experience in the finance industry.

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