Chilton Capital Management LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 104592
- Registered since
- February 9, 1996
- Website
- www.chiltoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.89%
- Corporations / Businesses14.21%
- Individuals4.81%
- Charitable Organizations3.1%
- Insurance Companies1.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Chilton Capital Management LLC is an independent registered investment adviser that has been SEC-registered since 1996. The firm operates as an LLC and functions both as a capital allocator and a wealth manager serving high-net-worth individuals, families and institutional clients. Its advisory offering combines portfolio management, financial planning, pension consulting and the selection of outside managers with trust company and insurance brokerage services. Chilton charges fees based on assets under management and does not position itself as an active ESG investor. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 191Active vs passive
$207M in ETFs
89%
$183M
10%
$23.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $25.2M | 357,380 | 12.21% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1177 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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