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David Levinson

Chicago Capital Management Advisors, LLC
46 Years of Experience
Newport Beach, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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David Levinson is a registered investment advisor at Chicago Capital Management Advisors, LLC, based in Newport Beach, CA, with 46 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 620 clients with $140M in assets under management.

Chicago Capital Management Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
620 clients
Average Client Portfolio
$218K average
Assets Under Management
$135.2M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M - $5.0M1.25%
$5M+1.00%

Rates shown are maximum fees for equity and asset allocation accounts. Fixed income accounts have a separate schedule starting at 1.25% for $100k-$249k and dropping to 0.50% for $5M plus. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Newport Beach, CA

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History

Regulatory History (1)
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Customer Dispute
December 2025
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David sells fixed annuities and life insurance and may receive a finder's fee for introducing clients to real estate brokers. These activities take minimal time.

Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
July 2020 - Present · 6 yrs 3 mos
American Trust Investment Services, INC.Broker
April 2020 - Present · 6 yrs 6 mos
American Trust Investment Services, INC.
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Westpark Capital, INC.
March 2019 - April 2020 · 1 yr 1 mo
Westpark Capital, INC.Broker
July 2016 - April 2020 · 3 yrs 9 mos
Newport Coast Asset Management
January 2008 - July 2016 · 8 yrs 6 mos
Newport Coast Securities, INC.Broker
December 2007 - July 2016 · 8 yrs 7 mos
National Asset Management, INC.
August 2007 - January 2008 · 5 mos
National Securities CorporationBroker
July 2007 - January 2008 · 6 mos
Wedbush Morgan Securities INC.Broker
June 2007 - July 2007 · 1 mo
Wedbush Morgan Securities INC.
June 2007 - July 2007 · 1 mo
Brookstreet Capital Management
May 2006 - July 2007 · 1 yr 2 mos
Brookstreet Securities CorporationBroker
October 1994 - July 2007 · 12 yrs 9 mos
Southern California Securities, INC.Broker
March 1991 - February 1995 · 3 yrs 11 mos
Royal Alliance Associates, INC.Broker
November 1989 - March 1991 · 1 yr 4 mos
Integrated Resources Equity CorporationBroker
November 1988 - November 1989 · 1 yr
Christopher Weil & Company, INCBroker
July 1988 - November 1988 · 4 mos
Morgan, Olmstead, Kennedy & Gardner IncorporatedBroker
May 1983 - July 1988 · 5 yrs 2 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
February 1983 - May 1983 · 3 mos
Municicorp of CaliforniaBroker
March 1980 - January 1983 · 2 yrs 10 mos
State Registrations41 states
AKALAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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