Chickasaw Capital Management, LLC

RIASEC RegisteredEst. 2003

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$5.8M

Accounts

441

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 127398
Registered since: June 12, 2003
Website: www.chickasawcap.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, COMERICA SECURITIES,INC., THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Commissions, Performance Based Fees
Client types: Investment Companies32.29%
HNWI16.75%
Charitable Organizations15.82%
Pooled Investment Vehicles13.88%
Sovereign Wealth Funds10.65%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chickasaw Capital Management, LLC is an SEC-registered institutional RIA formed in 2003 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and institutions. Its fee structure includes a percentage of AUM, commissions, and performance-based fees, and the firm also performs sponsor/GP and managing-member roles for pooled vehicles. Chickasaw does not identify as an active ESG investor.