Chairman of the Board of Managers and Chief Executive Officer · Chilton Capital Management LLC
David M. Underwood Jr.
CRD 2467709 · Named on Form ADV at one SEC-registered adviser
At a glance
Chilton Capital Management LLC, an SEC-registered wealth manager based in Houston, TX with $3.2 billion in regulatory assets, lists David M. Underwood Jr. on its Form ADV as Chairman of the Board of Managers and Chief Executive Officer, a control person.
Firms and roles
- Chilton Capital Management LLCChairman of the Board of Managers and Chief Executive OfficerWealth manager · Houston, TX · $3.2B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Armand C. St. PaulChief Compliance Officer, Chilton Capital Management LLC
- Bradley J. EixmannChief Investment Officer and Senior Portfolio Manager, Chilton Capital Management LLC
- Laura L. GenungMember of the Board of Managers and President, Chilton Capital Management LLC
- Timothy J. LootensMember of the Board of Managers, Manging Director and Secretary, Chilton Capital Management LLC
- John E. RobertsonMember of the Board of Managers, Manging Director and Officer, Chilton Capital Management LLC
1 more person named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.