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Justin Matthew Smith

Chicago Capital Management Advisors, LLC

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About Justin Matthew Smith

Justin Matthew Smith is a financial advisor with Chicago Capital Management Advisors, LLC. Justin has been working in the financial services industry since 2012. Justin holds Series 7, Series 63, and Series 65 licenses. Justin is registered with the states of Arizona, California, Colorado, Illinois, Kentucky, and New Jersey. In addition to his work at Chicago Capital Management Advisors, LLC, Justin is also a Real Estate Agent and an owner of First Exchange Financial LLC. Justin specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Justin Smith is currently registered with Chicago Capital Management Advisors, LLC. Chicago Capital Management Advisors, LLC is an investment advisor based in Lisle, IL. The firm has 10 licensed agents and 16 investment advisor representatives. They manage approximately $110,237,992 in regulatory assets under management, primarily for individuals. They offer financial planning and portfolio management services for individuals and provide estate and insurance planning services.
Chicago Capital Management Advisors, LLC

4722 MAIN STREET

LISLE, IL 60532

$110.24M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate and insurance planning

Estate and insurance planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Smith’s Registration & Firm History

IL

06/13/2024 - Present

Chicago Capital Management Advisors, LLC (LISLE IL)

CA

08/31/2016 - 06/29/2018

WESTPARK CAPITAL, INC. (Newport Beach CA)

CA

09/19/2012 - 09/01/2016

NEWPORT COAST SECURITIES, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 08/19/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Matthew Smith.
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