# Stacey Sargent

> Stacey Sargent is a fee-only financial advisor at Chicago Capital in Chicago, Illinois, who holds the CFP and CFA credentials. Chicago Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stacey-sargent/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Chicago Capital
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.82B across 2,319 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2594207 (https://adviserinfo.sec.gov/individual/summary/2594207)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (1996)
- **Firm size:** 18 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Stacey Sargent a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stacey holds no broker registration, and Chicago Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stacey charge for financial advice?

Stacey's firm, Chicago Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stacey Sargent based?

Stacey Sargent is based in Chicago, Illinois.

### What credentials does Stacey Sargent hold?

Stacey Sargent holds the CFP and CFA credentials.

### Is Stacey Sargent registered with the SEC?

Yes. Stacey Sargent is registered as an investment adviser representative in IL and TX (CRD 2594207), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chicago Capital manage?

Chicago Capital reports $4.82B across 2,319 accounts in assets under management.

### How do I contact Stacey Sargent?

Contact details aren't on file yet. Search for Chicago Capital.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2594207): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.