CHILTON CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1996
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$1.5M
Accounts
2,166
Employees
27
Advisory reps
17

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

FINTRX

Overview

Chilton Capital Management LLC is an independent registered investment adviser formed in 1996 that serves both individual/family and institutional clients. The firm acts as a capital allocator and charges fees based on a percentage of assets under management. Its business footprint includes insurance brokerage and trust services alongside advisory offerings such as financial planning, discretionary portfolio management for individuals, small businesses, institutions and investment companies, pension consulting, and selection of other advisers. Chilton is not positioned as an active ESG investor and is not registered as a multi-state adviser. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, US Government Bonds 1%, Public Funds/Mutual Funds 1%86%
  • 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

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Contacts

3 of 13

  • FRANK WOZENCRAFT

    Wealth AdvisorCRD 2417847

  • ZACHARY GOODROW

    Investment Management AssociateCRD 7571636

  • JOHN ROBERTSON

    Managing DirectorCRD 4442059

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 166

Active vs passive

$210M in ETFs

Passive

90%

$189M

Active

10%

$21.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$22.7M354,83410.81%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth