# Chatham Capital Group Inc

> Chatham Capital Group Inc is an SEC-registered investment advisory firm in Savannah, GA, registered since 1996, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 106174
- Filed as: CHATHAM CAPITAL GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106174
- AdvisorCensus page: https://advisorcensus.com/firm/chatham-capital-group-inc-savannah-ga-106174

## Quick answers

**How is Chatham Capital Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Chatham Capital Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Chatham Capital Group Inc located?**
Chatham Capital Group Inc's principal office is in Savannah, GA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Chatham Capital Group Inc registered with the SEC or a state?**
Chatham Capital Group Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106174.

**How much does Chatham Capital Group Inc manage?**
Chatham Capital Group Inc reports $878,086,098 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**How have Chatham Capital Group Inc's assets and staff changed since 2021?**
In the Form ADV data for Chatham Capital Group Inc: Regulatory assets under management: $543,471,274 in the October 2021 data and $878,086,098 in the October 2026 data, up 62%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chatham Capital Group Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (161); individuals (other than high net worth individuals) (78); charitable organizations (9).

**Which custodians does Chatham Capital Group Inc use?**
Chatham Capital Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Chatham Capital Group Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106174

**What changed in Chatham Capital Group Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $780,553,448 to $878,086,098 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $878,086,098
- Discretionary: $878,086,098
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $43,601,130 |
| High net worth individuals | 161 | $714,938,073 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $46,296,661 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,065,871 |
| Charitable organizations | 9 | $19,341,113 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $47,910,634 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,932,616 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1996 (30 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NH, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Hilton Head Island, SC

### Websites listed on Form ADV (Item 1.I)
- chathamcapitalgroup.com
- LinkedIn @chatham-capital-group-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $543,471,274 | 9 | March 25, 2021 |
| October 2022 | $649,991,312 | 9 | March 28, 2022 |
| October 2023 | $568,158,890 | 9 | May 15, 2023 |
| October 2024 | $658,215,299 | 9 | March 28, 2024 |
| October 2025 | $780,553,448 | 7 | April 28, 2025 |
| October 2026 | $878,086,098 | 9 | May 19, 2026 |

Regulatory assets under management: $543,471,274 in the October 2021 data and $878,086,098 in the October 2026 data, up 62%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $780,553,448 to $878,086,098 (+12%).

### January 2026
- No longer registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chatham Capital Group Inc (CRD 106174): Form ADV filing data as of October 2026.