{ "crd_number": 104592, "slug": "chilton-capital-management-llc-houston-tx-104592", "primary_business_name": "CHILTON CAPITAL MANAGEMENT LLC", "legal_name": "CHILTON CAPITAL MANAGEMENT LLC", "dbas": [], "city": "Houston", "state": "TX", "country": "United States", "cbsa_code": "26420", "metro": { "cbsa_code": "26420", "common_name": "Houston", "msa_name": "Houston-Pasadena-The Woodlands, TX", "path": "/advisors/tx/houston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1996-02-09", "years_registered": 30, "period": "2026-10-01", "filing_date": "2026-03-16", "carried_forward": false, "raum_total": 3233678496.0, "raum_discretionary": 3233678496.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 27, "advisory_employees": 17, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 100181803.0, "count": 23 }, "individuals": { "raum": 155639845.0, "count": 453 }, "insurance_companies": { "raum": 41420368.0, "count": 6 }, "investment_companies": { "raum": 23105125.0, "count": 1 }, "high_net_worth_individuals": { "raum": 2453885388.0, "count": 455 }, "corporations_other_businesses": { "raum": 459445967.0, "count": 44 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "FL", "GA", "IL", "KS", "KY", "LA", "MA", "MD", "MT", "NC", "NJ", "NM", "NY", "OH", "PA", "TN", "TX", "VA", "WA" ], "websites": [ "https://chiltoncapital.com", "https://facebook.com/search/top?q=chilton+capital+management", "https://linkedin.com/company/506602/admin/dashboard", "https://x.com/ChiltonCapital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104592", "city_as_filed": "HOUSTON", "url": "https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592", "display_name": "Chilton Capital Management LLC", "summary": "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.", "citation": "AdvisorCensus. Chilton Capital Management LLC (CRD 104592): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "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)" ], "quick_answers": [ { "q": "How is Chilton Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Chilton Capital Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Chilton Capital Management LLC located?", "a": "Chilton Capital Management LLC's principal office is in Houston, TX, according to its Form ADV." }, { "q": "Is Chilton Capital Management LLC registered with the SEC or a state?", "a": "Chilton Capital Management LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 104592." }, { "q": "How much does Chilton Capital Management LLC manage?", "a": "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)." }, { "q": "How have Chilton Capital Management LLC's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Chilton Capital Management LLC serve?", "a": "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)." }, { "q": "Which custodians does Chilton Capital Management LLC use?", "a": "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." }, { "q": "Does Chilton Capital Management LLC report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Chilton Capital Management LLC's recent Form ADV filings?", "a": "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%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1743418787.0, "total_employees": 26, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2161431306.0, "total_employees": 26, "filing_date": "2022-05-17" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1828026293.0, "total_employees": 26, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2205361164.0, "total_employees": 28, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2665699649.0, "total_employees": 32, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3233678496.0, "total_employees": 27, "filing_date": "2026-03-16" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "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%)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Registered or notice-filed in AZ, GA, MA, TN." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Pershing LLC", "name_as_filed": "PERSHING LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 453, "fewer_than_5": false, "raum": 155639845.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 455, "fewer_than_5": false, "raum": 2453885388.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 23105125.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 23, "fewer_than_5": false, "raum": 100181803.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 6, "fewer_than_5": false, "raum": 41420368.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 44, "fewer_than_5": false, "raum": 459445967.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104592", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }