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Chilton Capital Management LLC

Houston, TXSEC-registered investment adviserCRD 104592

Filed as CHILTON CAPITAL MANAGEMENT LLC

Chilton Capital Management LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

30 years
registered since 1996
$3,233,678,496
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Chilton Capital Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Chilton Capital Management LLC reports these compensation arrangements: a percentage of assets under its management.

Where is Chilton Capital Management LLC located?

Chilton Capital Management LLC's principal office is in Houston, TX, according to its Form ADV.

Is Chilton Capital Management LLC registered with the SEC or a state?

Chilton Capital Management LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 104592.

How much does Chilton Capital Management LLC manage?

Chilton Capital Management LLC reports $3,233,678,496 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

How have Chilton Capital Management LLC's assets and staff changed since 2021?

In the Form ADV data for Chilton Capital Management LLC: Regulatory assets under management: $1,743,418,787 in the October 2021 data and $3,233,678,496 in the October 2026 data, up 85%. Total employees: 26 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Chilton Capital Management LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (455); individuals (other than high net worth individuals) (453); corporations or other businesses not listed above (44).

Which custodians does Chilton Capital Management LLC use?

Chilton Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

Does Chilton Capital Management LLC 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/104592

What changed in Chilton Capital Management LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 20 to 17. Regulatory assets under management went from $2,665,699,649 to $3,233,678,496 (+21%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 16, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$3,233,678,496

$3,233,678,496 as of October 2026, filing dated March 16, 2026.

Discretionary: $3,233,678,496.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 453 Assets $155,639,845 (5%)
High net worth individuals
Clients 455 Assets $2,453,885,388 (76%)
Investment companies
Clients 1 Assets $23,105,125 (1%)
Charitable organizations
Clients 23 Assets $100,181,803 (3%)
Insurance companies
Clients 6 Assets $41,420,368 (1%)
Corporations or other businesses not listed above
Clients 44 Assets $459,445,967 (14%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (and business development companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1996 (30 years)
Employees
Total: 27. Performing investment advisory functions: 17.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
22 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.74B 2021 $2.16B 2022 $1.83B 2023 $2.21B 2024 $2.67B 2025 $3.23B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$3,233,678,49627March 16, 2026
October 2025$2,665,699,64932March 31, 2025
October 2024$2,205,361,16428March 28, 2024
October 2023$1,828,026,29326March 31, 2023
October 2022$2,161,431,30626May 17, 2022
October 2021$1,743,418,78726March 31, 2021

Regulatory assets under management: $1,743,418,787 in the October 2021 data and $3,233,678,496 in the October 2026 data, up 85%.

Total employees: 26 in October 2021 and 27 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 20 to 17.
    • Regulatory assets under management went from $2,665,699,649 to $3,233,678,496 (+21%).
  2. February 2026
    • Registered or notice-filed in AZ, GA, MA, TN.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
chiltoncapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Chilton Capital Management LLC (CRD 104592): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592