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CHICAGO ATLANTIC ADVISERS, LLC

CHICAGO, IL · CRD 311619 · IAPD ↗ · 312-625-9295

$970.3MRegulatory AUM
30Advisory reps
93Employees
0Clients
0Planning clients
9Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
August 2026 — CHICAGO ATLANTIC ADVISERS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
August 2026 — CHICAGO ATLANTIC ADVISERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
April 2026 — CHICAGO ATLANTIC ADVISERS, LLC shrank from 43 to 30 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2026 — CHICAGO ATLANTIC ADVISERS, LLC reported RAUM up 54% ($628.9M -> $970.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — CHICAGO ATLANTIC ADVISERS, LLC grew from 36 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
November 2024 — CHICAGO ATLANTIC ADVISERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
November 2024 — CHICAGO ATLANTIC ADVISERS, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
June 2024 — CHICAGO ATLANTIC ADVISERS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — CHICAGO ATLANTIC ADVISERS, LLC crossed $500M in regulatory AUM ($483.0M -> $679.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2024 — CHICAGO ATLANTIC ADVISERS, LLC grew from 20 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.