David Levinson
David Levinson is a registered investment advisor at Chicago Capital Management Advisors, LLC, based in Newport Beach, CA, with 45 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 560 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCMA manages investment portfolios for clients, charging a percentage of the assets in the account. The specific percentage depends on the type of account (equity or fixed income) and the amount invested.
For equity and asset allocation accounts, the maximum fee ranges from 2.25% on accounts between $100,000 and $249,999, down to 1.00% on accounts over $5,000,000.
For fixed income accounts, the maximum fee ranges from 1.25% on accounts between $100,000 and $249,999, down to 0.50% on accounts over $5,000,000.
These fees do not include brokerage and transaction costs charged by the clearing firms.
Location
Newport Beach, CA
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Regulatory History (1)
Customer Dispute
December 2025Other 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
American Trust Investment Services, INC.Broker
American Trust Investment Services, INC.
Previous Registrations
Westpark Capital, INC.
Westpark Capital, INC.Broker
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Wedbush Morgan Securities INC.Broker
Wedbush Morgan Securities INC.
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Southern California Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Christopher Weil & Company, INCBroker
Morgan, Olmstead, Kennedy & Gardner IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Municicorp of CaliforniaBroker
State Registrations41 states
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.