Chase Toberman Heiden
Investment adviser representative at Chicago Capital Management Advisors, LLC
11 yearsExperience
4 statesRegistered 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
11 years in the industry.
- Chicago Capital Management Advisors, Inc.Mar 2023 to now
- American Trust Investment Services, Inc.Mar 2023 to now
- Oppenheimer & Co. IncJun 2018 to Mar 2023
- Wedbush Securities Inc.Jan 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, CO, TX).
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
- 5984122
- Firm CRD
- 123483