Steven Clancy
Clancy Capital Advisors · Chicago, Illinois
Steven Clancy is a fee-only financial advisor at Clancy Capital Advisors in Chicago, Illinois. Clancy Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clancy Capital Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.3M across 46 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7838588 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Steven's firm compares
- Clancy Capital Advisors's average account is about $289,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Steven
Is Steven Clancy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Clancy Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Clancy Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Clancy based?
Steven Clancy is based in Chicago, Illinois.
Is Steven Clancy registered with the SEC?
Yes. Steven Clancy is registered as an investment adviser representative in IL (CRD 7838588), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clancy Capital Advisors manage?
Clancy Capital Advisors reports $13.3M across 46 accounts in assets under management.
How do I contact Steven Clancy?
Contact details aren't on file yet. Search for Clancy Capital Advisors.
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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