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 that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Its fee model mixes percentage-of-AUM billing with fixed-fee engagements. Investment activity shows a clear equity preference: the firm favors exchange-traded equities as the primary building block of client portfolios while supplementing equity exposure with pooled vehicles and third‑party alternative managers. Chiron is not an active ESG investor according to filings and is classified as a single‑state adviser. The firm has been SEC‑registered since 2020 and is structured as a limited liability company owned by an individual.
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 1STACY SIZEMORE
Chief Compliance OfficerCRD 4052029
Contacts
1 of 1JASON BRIENEN
Managing Director of InvestmentsCRD 2249998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$10.7M in ETFs
19%
$2M
81%
$8.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST EXCHANGE-TRADED FUND VII (FTGC) | First Trust | Active | Commodities Broad Basket | $1.9M | 67,412 | 18.06% |
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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