Unclaimed Profile

Daniel Patrick O'halloran

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC·LISLE, Illinois

SIE, Series 7, Series 24, Series 63, Series 6521 years registeredCHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

4722 MAIN STREET, LISLE, IL 60532CRD# 1391521Firm CRD# 123483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Patrick O'halloran · LISLE, IL

Registration

CRD #1391521 · CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ASSET STRATEGIES, INC

Aug 2023 – present

AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.

Feb 2019 – present

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Dec 2004 – present

ASSET STRATEGIES, INC

Jul 2023 – Dec 2024

LISLE, IL

AMERICAN TRUST INVESTMENT SERVICES ADVISORY

Feb 2015 – Apr 2019

WHITING, IN

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Jan 2006 – Dec 2014

ELMHURST, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 7, 2004

Years registered · 21

Disclosure History

2000Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

CRD 123483 · SEC 801-130438

AUM

$110M

Regulatory assets under management

Employees

529 client accounts

Services offered by CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Patrick O'halloran offer?

Daniel Patrick O'halloran specializes in Financial Planning, Investment Management. Contact their office in LISLE, Illinois for a consultation.

What are Daniel Patrick O'halloran's credentials?

Daniel Patrick O'halloran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Patrick O'halloran located?

Daniel Patrick O'halloran is based in LISLE, Illinois, working with CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC. Their office serves clients in the LISLE metropolitan area and surrounding communities.

How does Daniel Patrick O'halloran charge for services?

Daniel Patrick O'halloran's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC?

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC has approximately 17 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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