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 a privately held advisory firm that has been SEC-registered since 1996. It operates as an LLC and serves both high-net-worth individuals and institutional clients, charging fees based on a percentage of assets under management. The firm combines traditional wealth-management services—financial planning and portfolio management for individuals, small businesses, investment companies and institutions—with ancillary roles as an insurance broker and a trust company. Chilton also provides pension consulting and the selection of other advisers as part of its service set. The firm does not present itself as an active ESG investor. Chilton received recognition from CNBC as one of the Top 100 Financial Advisory Firms in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 4
Bradley Eixmann
Chief Investment OfficerCRD 4416889
Brandon Frank
Portfolio Manager, Chief Financial OfficerCRD 4318809
David Underwood Jr.
Chief Executive OfficerCRD 2467709
Contacts
3 of 13
Frank Wozencraft
Wealth AdvisorCRD 2417847
Zachary Goodrow
Investment Management AssociateCRD 7571636
John Robertson
Managing DirectorCRD 4442059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$230M in ETFs
90%
$207M
10%
$23M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $25.2M | 354,201 | 10.99% |
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
Similar firms
Trust Asset Management LLC
RIAHouston, TX
KA Fund Advisors, LLC
RIAHouston, TX
Ridgewood Energy Corporation
RIAHouston, TX
Marble Capital LP
RIAHouston, TX
Eagle Global Advisors LLC
RIAHouston, TX
PAN Capital Management LP
RIAHouston, TX