Chiron Capital Management, LLC
Firm details
- Headquarters
- Tallahassee, Florida
- CRD number
- 308286
- Registered since
- July 16, 2020
- Website
- chironcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.02%
- Individuals29.67%
- Corporations / Businesses6.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Chiron Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals and family clients as well as institutional accounts. Its billing mixes percentage-of-AUM fees with fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers and managers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- US Government Bonds42%
- Public Funds/Mutual Funds9%
- Derivatives2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Stacy Sizemore
Chief Compliance OfficerCRD 4052029
Contacts
1 of 1
Jason Brienen
Managing Director of InvestmentsCRD 2249998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$19.8M in ETFs
17%
$3.4M
83%
$16.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD) | Active | Mid Cap Value | $1.8M | 79,663 | 9.27% |
Location
Tallahassee, FL
Leon
Location
Tallahassee, FL
Headquartered in Tallahassee, FL, in the South of the United States.
- Region
- South
- County
- Leon
- Address
- 261 Pinewood Dr
- Time zone
- ET (UTC-5)
- Office locations
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