Chicago Capital, LLC fees and pricing

Financial planner in Chicago, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 7, 2026, Chicago Capital, LLC charges $1,000 an hour and an annual fee of $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$1,000/hr
“Our minimum consulting fee starts at $1,000 per hour. 3 Chicago Capital provides financial planning and advisory services to clients to help them determine the services that may be appropriate given their goals and objectives.”
Annual fee
$20,000/yr
“Our minimum fee is $20,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Chicago Capital, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are billed quarterly, in advance, based on the total market value of each account (including accrued interest and dividends) on the last day of the prior quarter.”
  • “When a client terminates their agreement with Chi-Cap, we calculate our final invoice pro-rata based on the number of days that we provided services during the current calendar quarter and refund any unearned fees.”

How Chicago Capital, LLC’s fees compare

  • Its hourly rate of $1,000 is above the Illinois median of $273. 100% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 54 of the 54 other planners in Chicago that publish an hourly rate charge less.
  • Its annual fee of $20,000 is above the Illinois median of $7,500. 88% of the 77 other Illinois planners that publish an annual fee charge less.
  • 23 of the 25 other planners in Chicago that publish an annual fee charge less.

About Chicago Capital, LLC

  • Firm size: 18 employees.
  • Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Minimum
$20,000 minimum fee (stated in brochure)
Clients
818
Employees
18
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed
$4,823,333,873
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
291624
Website
twitter.com/ChiCapLLC (opens in new tab)
Phone
(312) 429-2333

Can advise clients in 33 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

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