Chicago Investment Advisory Group is an SEC registered investment adviser organized as a corporation with a primary office location in Mokena, IL. Its latest Form ADV filing, dated March 20, 2026, reports $275M in regulatory assets under management, 7 employees, 2 offices, and 1,910 accounts.
Assets Under Management
$275M
Employees
7
Offices
2 offices
Total Clients
757
Primary office
MOKENA, IL
19015 S. JODI RD., SUITE G, MOKENA, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.1% of total clients.
Top client categories% of clientsClients
1
Individuals
92.1%
697
2
HNWI
7.1%
54
3
Pension Plans
0.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$275Mas of March 20, 2026
Discretionary100.0%
$275M
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.
Latest AUM$275M
Total Accounts1,910
10Y AUM Change+$163M (+145.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee108:1
10Y Employee Change+4 (+133.3%)
* 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.