Chief Capital Management, Inc

Overview

Chief Capital Management, Inc. is a small independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm is owner-operated and runs a fee model that mixes a percentage of assets under management with hourly charges for planning or consulting work, which suggests a blend of ongoing advisory relationships and project-based engagements. Investment activity centers on pooled public vehicles—mutual funds and ETFs—rather than heavy direct-stock picking. The firm does not position itself as an institutional capital allocator and is not an active ESG investor. Its business model is straightforward: build diversified portfolios for a limited client base, manage those portfolios on a discretionary basis, and supplement advice with hourly planning when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices