DBA: CHICAGO INVESTMENT ADVISORY GROUP
| Total AUM | $275.1M |
| Discretionary | $275.1M100% of AUM |
| Client Accounts | 1,910 |
| Avg Account Size | $144K |
| Employees | 7 |
| Peak AUM | $275.1MMar 2026 |
| AUM CAGR | +14.9% /yrover 17 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $275M | +10.6% | +17.8% | +14.4% | |
| Discretionary AUM | |||||
| Total AUM | $275.1M |
| Discretionary | $275.1M |
| Employees | 7 |
| Client Accounts | 1910 |
| Client Range | 0 |
Address
19015 S. JODI RD., SUITE G
MOKENA IL 60448
Phone
708-478-7190
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$275M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$275M
| $275M |
| +10.6% |
| +17.8% |
| +14.4% |
| Total Accounts | 2k | +8.5% | +12.1% | +11.7% |
| Avg Account Size | $144,036.392 | +1.9% | +5.1% | +2.4% |
| Employees | 7 | 0.0% | 0.0% | +3.1% |
| AUM / Employee | $39M | +10.6% | +17.8% | +11.0% |
Client AUM Segments | |||||
| Wealth AUM | $266M | +6.9% | +16.4% | +13.6% | |
| Institutional AUM | $9M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 697 | +1.5% | +5.5% | +5.7% | |
| Institutional | 6 | — | — | — | — |
| Individuals | 54 | +107.7% | +39.2% | +39.3% | |