Chad David Hatch
Investment adviser representative at Elgethun Capital Management
28 yearsExperience
1 stateRegistered in
$1.1BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Elgethun Capital ManagementMar 2025 to now
- Linsco/private Ledger Corp.Jun 1998 to now
- Bird Dog Equity PartnersSep 2015 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SD).
Elgethun Capital Management
$1.1BAssets managed
303Clients
10Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3085898
- Firm CRD
- 127616