Chilton Capital Management LLC

RIASEC RegisteredEst. 1996
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$1.5M
Accounts
2,166
Employees
27
Advisory reps
17

Firm details

Headquarters
Houston, Texas
CRD number
104592
Registered since
February 9, 1996
Website
www.chiltoncapital.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI75.89%
  • Corporations / Businesses14.21%
  • Individuals4.81%
  • Charitable Organizations3.1%
  • Insurance Companies1.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Chilton Capital Management LLC is an independent, SEC-registered registered investment adviser that has operated since 1996. The firm acts as a capital allocator for both high-net-worth individuals and institutional clients, charging fees based on a percentage of assets under management. Beyond traditional wealth management, Chilton provides related services through its insurance broker and trust company activities and offers financial planning, portfolio management for individuals and institutions, selection of other advisers, and pension consulting among its advisory capabilities. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, US Government Bonds 1%, Public Funds/Mutual Funds 1%86%
  • Exchange Traded Equities86%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Brandon Frank

    Brandon Frank

    Portfolio Manager, Chief Financial OfficerCRD 4318809

  • Bradley Eixmann

    Bradley Eixmann

    Chief Investment OfficerCRD 4416889

  • David Underwood Jr.

    David Underwood Jr.

    Chief Executive OfficerCRD 2467709

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Contacts

3 of 13
  • Laura Genung

    Laura Genung

    PresidentCRD 5110735

  • Matthew Werner

    Matthew Werner

    Managing Director & Portfolio ManagerCRD 5192954

  • Michael Stavar

    Michael Stavar

    Institutional SalesCRD 4337965

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 176

Active vs passive

$230M in ETFs

Passive

90%

$207M

Active

10%

$23M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$25.2M354,20110.99%
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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1177 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth