STEVE CHASTAIN WEALTH MANAGEMENT LLC

Overview

Steve Chastain Wealth Management LLC is a compact, adviser-owned RIA that focuses on fee-based portfolio management for individuals and small businesses. The firm operates as a capital allocator, favoring third‑party managers when appropriate and offering selection-of-other-advisers services in addition to direct portfolio management. Its client base is primarily individual and family households, and it charges a percentage-of-AUM fee structure. The firm does not present itself as an active ESG investor and is not positioned as a multi-state or pension consulting adviser. Investment activity centers on liquid, professionally managed public funds with supplemental allocations to real estate through external managers. Given the firm’s size and service mix, its approach appears geared toward straightforward, diversified portfolios implemented largely through mutual funds and outsourced specialist managers where a client’s objectives call for it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices