# 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.

- CRD: 104592
- Filed as: CHILTON CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104592
- AdvisorCensus page: https://advisorcensus.com/firm/chilton-capital-management-llc-houston-tx-104592

## Quick answers

**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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

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

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

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 1996 (30 years)
- Employees: 27 total, 17 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, KS, KY, LA, MA, MD, MT, NC, NJ, NM, NY, OH, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chiltoncapital.com
- Facebook facebook.com
- LinkedIn @506602
- X @ChiltonCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,743,418,787 | 26 | March 31, 2021 |
| October 2022 | $2,161,431,306 | 26 | May 17, 2022 |
| October 2023 | $1,828,026,293 | 26 | March 31, 2023 |
| October 2024 | $2,205,361,164 | 28 | March 28, 2024 |
| October 2025 | $2,665,699,649 | 32 | March 31, 2025 |
| October 2026 | $3,233,678,496 | 27 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

### February 2026
- Registered or notice-filed in AZ, GA, MA, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chilton Capital Management LLC (CRD 104592): Form ADV filing data as of October 2026.