Chickasaw Capital Management, LLC

RIASEC Registered

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$5.8M

Accounts

441

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 127398
Registered since: June 12, 2003
Website: www.chickasawcap.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, COMERICA SECURITIES,INC., THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Commissions, Performance Based Fees
Client types: Investment Companies32.29%
HNWI16.75%
Charitable Organizations15.82%
Pooled Investment Vehicles13.88%
Sovereign Wealth Funds10.65%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chickasaw Capital Management, LLC is an institutional registered investment adviser that has been SEC-registered since 2003. The firm serves both individual and family clients as well as institutional investors, operating as a limited liability company owned by an individual. Its advisory remit covers portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and other institutions. Fee arrangements include standard percentage-of-AUM billing alongside commission-based and performance-based fee structures. Chickasaw does not describe itself as an active ESG investor and is not classified as a multi-state or newly formed adviser. The firm also has industry roles beyond pure advisory work: it has acted as a broker-dealer sponsor and as a general partner/managing member of pooled investment vehicles, which aligns with its use of commission and performance fee arrangements for certain clients and funds.