CHATHAM CAPITAL GROUP INC
Firm details
- Headquarters
- SAVANNAH, Georgia
- CRD number
- 106174
- Registered since
- June 12, 1996
- Website
- www.chathamcapitalgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.42%
- State / Municipal Government5.46%
- Pooled Investment Vehicles5.27%
- Individuals4.97%
- Charitable Organizations2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chatham Capital Group Inc is an independent, privately owned SEC-registered investment adviser that has been operating since 1996. The firm serves both individual/family clients and institutional investors, offering financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and other business or institutional clients. Its billing model includes traditional percentage-of-assets fees alongside hourly charges for advisory work. Chatham identifies as a capital allocator that places client capital with outside managers and direct private offerings; it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities50%
- Public Funds/Mutual Funds44%
- US Government Bonds2%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4WILLIAM FIELITZ
PrincipalCRD 3157331
FREDERICK MULLER
PrincipalCRD 2390289
PHILIP PALMER
PrincipalCRD 1421785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$322M in ETFs
90%
$288M
4%
$33.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $31.3M | 119,511 | 9.72% |
Location
SAVANNAH, GA
CHATHAM
Location
SAVANNAH, GA
Headquartered in SAVANNAH, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.
- Metro area
- Savannah-Hinesville-Statesboro, GA
- Region
- South
- County
- CHATHAM
- Address
- 6602 Abercorn St
- Time zone
- ET (UTC-5)
- Office locations
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