CHIRON CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$243M
Discretionary
$243M
100% of AUM
Avg account
$267K
Accounts
910
Employees
6
Advisory reps
2

Firm details

Headquarters
TALLAHASSEE, Florida
CRD number
308286
Registered since
July 16, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI64.02%
  • Individuals29.67%
  • Corporations / Businesses6.32%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Chiron Capital Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Its fee model mixes percentage-of-AUM billing with fixed-fee engagements. Investment activity shows a clear equity preference: the firm favors exchange-traded equities as the primary building block of client portfolios while supplementing equity exposure with pooled vehicles and third‑party alternative managers. Chiron is not an active ESG investor according to filings and is classified as a single‑state adviser. The firm has been SEC‑registered since 2020 and is structured as a limited liability company owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, US Government Bonds 42%, Public Funds/Mutual Funds 9%, Derivatives 2%, Cash & Cash Equivalents 2%45%
  • Exchange Traded Equities45%
  • US Government Bonds42%
  • Public Funds/Mutual Funds9%
  • Derivatives2%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • STACY SIZEMORE

    Chief Compliance OfficerCRD 4052029

Contacts

1 of 1
  • JASON BRIENEN

    Managing Director of InvestmentsCRD 2249998

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 17

Active vs passive

$10.7M in ETFs

Passive

19%

$2M

Active

81%

$8.7M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST EXCHANGE-TRADED FUND VII (FTGC)First TrustActiveCommodities Broad Basket$1.9M67,41218.06%

Location

Primary office

TALLAHASSEE, FL

LEON

Location

TALLAHASSEE, FL

Headquartered in TALLAHASSEE, FL, in the South of the United States.

Region
South
County
LEON
Address
261 Pinewood Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth