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Joann Mcclure Seagren

Investment adviser representative at Chicago Capital, LLC
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
8 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Chicago Capital, LLCNov 2023 to now
  2. Jag Capital Management LLCApr 2019 to Nov 2023
  3. CIBC Private Wealth Advisors, IncAug 2017 to Apr 2019
  4. Geneva Advisors, LLCAug 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (IL).

Chicago Capital, LLC

$4.8BAssets managed
838Clients
11Advisers
8 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
4948564
Firm CRD
291624
Advisor's SEC record (opens in a new tab)
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