Wealth manager, independent · Houston, TX
Chilton Capital Management LLC
SEC-registered investment adviser · CRD 104592 · SEC 801-51061
At a glance
Chilton Capital Management LLC is an SEC-registered investment adviser based in Houston, Texas, with $3.2B in regulatory assets under management as of its Form ADV filed March 16, 2026. It reports 908 individual clients, 455 of them high-net-worth, holding an average of about $2.9 million each, and 27 employees. That ranks it 330th among the nation’s 5,657 independent wealth management RIAs and 16th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing.
Main office 713-650-1995chiltoncapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.2B
- Rank among independent wealth managers
- #330 of 5,657
- Rank among all SEC RIAs
- #2,711 of 17,210
- Rank in Texas
- #16 of 367
- Individual clients
- 908
- High-net-worth clients
- 455
- Accounts
- 2,166
- Discretionary
- 100% of AUM
- Employees
- 27
- Advisory staff
- 17
- Offices
- 2
Owners and executives on its Form ADV
- David M. Underwood Jr.Chairman of the Board of Managers and Chief Executive Officer
- Armand C. St. PaulChief Compliance Officer
- Bradley J. EixmannChief Investment Officer and Senior Portfolio Manager
- Laura L. GenungMember of the Board of Managers and President
- Timothy J. LootensMember of the Board of Managers, Manging Director and Secretary
- John E. RobertsonMember of the Board of Managers, Manging Director and Officer
- Brandon J FrankChief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Chilton Capital Management LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 455 | $2.5B | 76% |
| Corporations or other businesses | 44 | $459M | 14% |
| Individuals | 453 | $156M | 5% |
| Charitable organizations | 23 | $100M | 3% |
| Insurance companies | 6 | $41M | 1% |
| Investment companies | 1 | $23M | <1% |
Disciplinary disclosures
Chilton Capital Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗chiltoncapital.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,259 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Quotient Wealth Partners, LLCDallas | $4.9B | 2,354 |
| Avidian Wealth SolutionsHouston | $4.8B | 1,866 |
| Frost Investment ServicesSAN Antonio | $3.7B | 3,019 |
| 1900 WealthSAN Antonio | $3.1B | 454 |
| Sfmg Wealth AdvisorsPlano | $3.0B | 968 |
| Legacy Knight MFO, LLCDallas | $2.8B | 20 |
Background
Questions
How much does Chilton Capital Management LLC manage?
Chilton Capital Management LLC reports $3.2B in regulatory assets under management across 2,166 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 16, 2026.
How many clients does Chilton Capital Management LLC have?
It reports 908 individual clients: 455 high-net-worth individuals and 453 other individuals. Individuals account for about 81% of its regulatory assets.
Where is Chilton Capital Management LLC headquartered?
Its main office is in Houston, Texas. It reports 2 offices in total and 27 employees, 17 of whom perform investment advisory functions.
How does Chilton Capital Management LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Chilton Capital Management LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing. On Schedule D of its Form ADV filed March 16, 2026, it reports these amounts held: Charles Schwab ($1.5B); BNY Pershing ($598M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Chilton Capital Management LLC a hybrid RIA with a broker-dealer?
Chilton Capital Management LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Chilton Capital Management LLC a fiduciary?
As an SEC-registered investment adviser, Chilton Capital Management LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Chilton Capital Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →