Investment Management
Customized investment services tailored to client goals and circumstan
Chicago Capital
Compiled from public sources
Unclaimed business
Unclaimed
- Claim to manage details & reply to reviews
- Pro profile & priority placement
- Reedleys Recognition & certificate
About Chicago Capital
Chicago Capital provides customized investment services tailored to clients' goals and circumstances. The firm is a registered investment advisor serving families pursuing financial goals across multiple generations. Its services include investment management, wealth and financial planning, tax planning, charitable giving, endowments and foundations, and retirement solutions. Chicago Capital also offers its Global Planning Service, called Chi-Cap GPS, for custom financial planning. The firm focuses on long-term ownership and alignment of investment incentives among clients, management, and advisers. Chicago Capital is located at 550 W. Washington Blvd, Suite 1650, in Chicago, Illinois, and can be reached at 312-429-2333 or [email protected].
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Chicago Capital and not provided by the business.
At a glance
- Credentials
- Registered investment advisor, Certified Financial Planner (CFP)
- Team
- Malinda Distefano, David Mabie, Eric Maddix, Whitney Nessner, and Stacey Sargent co-founded Chi-Cap.
- Founded
- 2018
- Customized investment services tailored to clients' goals and circumstances
- Financial plans tailored to each client's goals
From www.chi-cap.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- Investment management
- Wealth & financial planning
- Tax planning
- Charitable giving
- Endowments & foundations
- Retirement solutions
- Global Planning Service (Chi-Cap GPS) Financial planning service
As listed by Chicago Capital. Prices as published by the business and may change.
Services & specialities
Highlights
Financial Planning
Plans designed around each client's individual goals.
Retirement Solutions
Retirement planning for families pursuing long-term financial goals.
Chicago Capital Reviews
No reviews yet — be the first to review Chicago Capital.
Own this business? Claim the page and get a review link and a QR code for your counter and receipts - reviews from your customers appear here.
Write a review
Sign in to write a review
or get a one-click link by email
No password needed. We only use your email to confirm the review is genuine.