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FIRST ANALYSIS CAPITAL MANAGEMENT LLC

Advisory

N·CHICAGO, IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$186M
1-Year AUM Growth
-33.0%
3-Year CAGR
-1.7%
Employees
9
Assets Under Management
Total AUM$186M
Discretionary AUM$186M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees9
Investment Advisers25
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingFeb 17, 2012
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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