Chatham Capital
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Learn more about Chatham Capital
Overview
Chatham Capital operates as a financial advisory company headquartered in Atlanta, Georgia. The firm has $220.5 million in total assets across four accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small group, including 7 financial advisors. Chatham Capital is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like bonds, equities and options.
Chatham Capital oversees all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing to seek client permission. The advisory firm oversees roughly $55.1 million for each customer account. The typical financial advisor at Chatham Capital oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is at 1230 Peachtree St., Atlanta, Georgia 30309. The firm is permitted to serve clients in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Chatham Capital by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$220.5 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
9
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$55.1 million
Fee Structure
A financial advisor's fees largely depend on which services are offered. However, fee types charged by the firm may include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its four customers, Chatham Capital's largest client type by number of accounts is pooled investment vehicles. None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Chatham Capital does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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