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Firm profile

Chicago Investment Advisory Council, Inc..

ST. CHARLES, ILCRD 123243Latest ADV March 31, 2026

Chicago Investment Advisory Council, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St. Charles, IL.

Assets Under Management
$230M
Employees
11
Offices
2 offices
Total Clients
1,105
Primary office
ST. CHARLES, IL
1601 E. MAIN STREET, SUITE 1C, ST. CHARLES, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn E. Davis

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 90.5% of total clients.
Top client categories% of clientsClients
1
Individuals
90.5%
1,000
2
HNWI
9.0%
100
3
Pension Plans
0.5%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$230Mas of March 31, 2026
Discretionary100.0%
$230M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$230M
Total Accounts1,500
10Y AUM Change+$67M (+40.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee100:1
10Y Employee Change+5 (+83.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.