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, SEC‑registered registered investment adviser that has operated since 1996 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator. Its advisory practice centers on financial planning and discretionary portfolio management across individual and pooled vehicles, and it also manages portfolios for businesses and other institutions. Fee arrangements include a percentage of assets under management and hourly charges. Chatham does not identify as an active ESG investor and is not registered as a multi‑state adviser.
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 4
William 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 86Active vs passive
$370M in ETFs
89%
$331M
3%
$39.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $36.7M | 121,101 | 9.92% |
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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