Chiron Capital Management, LLC
Firm details
- Headquarters
- Tallahassee, Florida
- CRD number
- 308286
- Registered since
- July 16, 2020
- Website
- chironcapital.com
- 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
FINTRXOverview
Chiron Capital Management, LLC is an independent, privately owned registered investment adviser that began SEC registration in 2020. The firm serves a mix of individual/family and institutional clients and operates as a capital allocator, combining in-house portfolio management with the selection of third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and manager selection. Chiron charges clients through a mix of AUM-based fees and fixed fees and does not position itself as an ESG-focused manager.
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 Equities45%
- US Government Bonds42%
- Public Funds/Mutual Funds9%
- Derivatives2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Terry Warren
Chief Compliance OfficerCRD 1711634
Contacts
2 of 2
Jason Brienen
Managing DirectorCRD 2249998
Daniel Spalding
Managing DirectorCRD 5954349
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$19.8M in ETFs
17%
$3.4M
83%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD) | Active | Mid Cap Value | $1.8M | 79,663 | 9.27% |
Location
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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