David Mabie, financial advisor Chicago IL

David Mabie

CRD 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

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Professional Designations
Company Name Location Dates Years
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
By the Numbers
  • Total Assets Under Management
    1,588
    MILLIONS
  • 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

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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