Stacey Sargent
Chicago Capital · Chicago, Illinois
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.
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Facts
| Firm | Chicago Capital |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.82B across 2,319 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 2594207 |
| Exams passed | Series 63 (1996) |
| Firm size | 18 employees |
| Disclosures | None reported |
How Stacey's firm compares
- Chicago Capital's average account is about $2.1 million, from its Form ADV (assets managed divided by 2,319 accounts).
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Questions about Stacey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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