AdvisorCensus / Financial advisors / Illinois / Chicago / Marquee Capital Advisors
Marquee Capital Advisors
Filed as MARQUEE CAPITAL ADVISORS · Legal name Marquee Capital Advisors LLC
Marquee Capital Advisors is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.
Quick answers
From the filingHow is Marquee Capital Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Marquee Capital Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Marquee Capital Advisors located?
Marquee Capital Advisors' principal office is in Chicago, IL, according to its Form ADV.
Is Marquee Capital Advisors registered with the SEC or a state?
Marquee Capital Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336708.
How much does Marquee Capital Advisors manage?
Marquee Capital Advisors reports $162,721,000 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).
How have Marquee Capital Advisors' assets and staff changed since 2025?
In the Form ADV data for Marquee Capital Advisors: Regulatory assets under management: $95,512,493 in the October 2025 data and $162,721,000 in the October 2026 data, up 70%. Total employees: 15 in October 2025 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Marquee Capital Advisors serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).
Does Marquee Capital Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336708
What changed in Marquee Capital Advisors' recent Form ADV filings?
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated April 15, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$162,721,000 as of October 2026, filing dated April 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Marquee Capital Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 21. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $162,721,000 | 21 | April 15, 2026 |
| October 2025 | $95,512,493 | 15 | July 1, 2025 |
Regulatory assets under management: $95,512,493 in the October 2025 data and $162,721,000 in the October 2026 data, up 70%.
Total employees: 15 in October 2025 and 21 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Changed its legal name from Marquee Adviser LLC to Marquee Capital Advisors LLC.
- Employees performing advisory functions went from 5 to 11.
- Regulatory assets under management went from $124,998,000 to $162,721,000 (+30%).
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Regulatory assets under management went from $95,512,493 to $124,998,000 (+31%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Marquee Capital Advisors (CRD 336708): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/marquee-capital-advisors-chicago-il-336708