Chilton Capital Management LLC

RIASEC Registered
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$1.5M
Accounts
2,166
Employees
27
Advisory reps
18

Firm details

Headquarters
Houston, Texas
CRD number
104592
Registered since
February 9, 1996
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 registered investment adviser that has been SEC-registered since 1996. The firm operates as an LLC and functions both as a capital allocator and a wealth manager serving high-net-worth individuals, families and institutional clients. Its advisory offering combines portfolio management, financial planning, pension consulting and the selection of outside managers with trust company and insurance brokerage services. Chilton charges fees based on assets under management and does not position itself as an active ESG investor. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 191

Active vs passive

$207M in ETFs

Passive

89%

$183M

Active

10%

$23.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)VanguardPassiveForeign Large Blend$25.2M357,38012.21%

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