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, individual-owned RIA that acts as a capital allocator for both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2020) and bills clients using a mix of percentage-of-AUM and fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Chiron does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1Terry Warren
Chief Compliance OfficerCRD 1711634
Contacts
1 of 1
Daniel Spalding
Managing DirectorCRD 5954349
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$19M in ETFs
14%
$2.7M
83%
$16.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST EXCHANGE-TRADED FUND VII (FTGC) | First Trust | Active | Commodities Broad Basket | $1.9M | 61,240 | 9.88% |
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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