RO
RO

Robyn Kennedy O'halloran

20 Years of Experience
Areas of Practice
Investment ManagementTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
560 clients
Average Client Portfolio
$218K average
Assets Under Management
$122.3M

Fee Structure

Minimum Investment:$50K
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Location

4722 Main Street, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robyn works full-time as a sales consultant at Heartland Business Systems, a technology solutions and engineering services company. She also spends minimal time as a managing member and investment advisor at CCMA, an advisory firm.

Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
April 2005 - Present · 20 yrs 10 mos
Previous Registrations
American Trust Investment Services Advisory, INC.
August 2025 - September 2025 · 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.