Chastain Wealth Management

Overview

Chastain Wealth Management is an independent registered investment adviser that focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. The firm emphasizes equity-driven portfolios, allocating the large majority of its managed assets to exchange-traded equities. Its fee model combines percentage-of-assets, hourly billing and fixed-fee engagements, allowing flexibility across comprehensive planning and ongoing investment management relationships. Chastain is not positioned as a capital allocator or multi-state ESG specialist; instead it runs a concentrated, equity-first approach delivered through separately managed account structures and standard advisory planning services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices