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MARQUEE CAPITAL ADVISORS

CHICAGO, IL · CRD 336708 · IAPD ↗ · marqueecapitaladvisors.com · (773) 404-2827

$162.7MRegulatory AUM
11Advisory reps
21Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2026 — MARQUEE CAPITAL ADVISORS reported RAUM up 30% ($125.0M -> $162.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2026 — MARQUEE CAPITAL ADVISORS grew from 5 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
December 2025 — MARQUEE CAPITAL ADVISORS reported RAUM up 31% ($95.5M -> $125.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2025 — MARQUEE CAPITAL ADVISORS (CHICAGO, IL) is newly SEC-registered with $95.5M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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