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
Waddell & Reed
Forum Financial Management, LP
|Chicago Capital, LLC||Chicago, IL||Feb 2018 - Current||2|
|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 Management2,044MILLIONS
Total Number of Accounts1,193ACCOUNTS
Average Account Value$1,713,297
- 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)
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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