Robyn Kennedy O'halloran
Investment adviser representative at Chicago Capital Management Advisors, LLC
21 yearsExperience
1 stateRegistered in
$135.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- American Trust Investment Services Advisory Inc.Feb 2022 to now
- Client First, LLCMar 2019 to now
- Ageatia Global SolutionsNov 2017 to now
- Ccig Acquisition Company, LLCJan 2011 to now
- Ccig Holdings, LLCJan 2011 to now
- Heartland Business SolutionJan 2010 to now
- Heartland Business SystemsJan 2010 to now
- Chicago Capital Management Advisors, LLCJan 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chicago Capital Management Advisors, LLC
$135.2MAssets managed
620Clients
16Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4938816
- Firm CRD
- 123483