SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Chilton Capital Management LLC
Houston, TX
CRD 104592
Firm filing updated March 16, 2026 ·
- $3.2BAssets
- 982Clients
- 17Advisory staff
- 2,166Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals455
- Individuals453
- Corporations or other businesses44
- Charities23
- Insurance companies6
- and 1 more1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 453 | $155.6 million |
| High net worth individuals | 455 | $2.5 billion |
| Investment companies | 1 | $23.1 million |
| Charitable organizations | 23 | $100.2 million |
| Insurance companies | 6 | $41.4 million |
| Corporations or other businesses not listed above | 44 | $459.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$3.2 billion
- Accounts2,166
- DiscretionaryAll accounts
People
- Employees27
- Advisory staff17
- Broker-dealer reps1
- Licensed insurance agents1
- Planning clients26 to 50
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 104592, SEC file 801-51061.
- Registered with the SEC as an investment advisor (status date on record: February 9, 1996).
Is Chilton Capital Management LLC a fiduciary?
Short answer: Chilton Capital Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.