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 investment adviser organized as an LLC and operating since 2003. The firm serves both individuals and families as well as institutional clients, charging a mix of percentage-of-AUM fees, commissions and performance-based fees. Its advisory services span portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, and discretionary mandates for businesses or institutions. The firm reports several operational roles beyond pure advisory work: it functions in capacities tied to sponsored or pooled vehicles (acting as sponsor, general partner or managing member) and has broker-dealer-related affiliations. Chickasaw does not flag itself as an active ESG investor and is listed as not being a multi-state adviser on its filing.