Matthew
Mead

Chickasaw Capital Management, LLC

CRD#2285614
Investment Advisor
in Memphis, TN

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About this Advisor

Matthew Mead is a financial advisor based in Memphis, Tennessee, working with Chickasaw Capital Management, LLC. Matthew has previously held positions at Chickasaw Securities, LLC and Chickasaw Capital Management, LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Matthew is part of Chickasaw Capital Management, LLC, which operates out of Memphis, Tennessee. The firm has 19 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Chickasaw Capital Management, LLC includes asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Commissions

Office Location

6075 Poplar Avenue Suite 720
Memphis, TN 38119

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Chickasaw Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,971,596,648

TN Average: $730,596,643
Total Number of Employees

19

TN Average: 15
Total Number of Accounts

438

TN Average: 968
Average Account Size

$4,501,362

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Matthew Mead Work History

2003 - Present (21 years)

Chickasaw Securities, LLC

2003 - Present (21 years)

Chickasaw Capital Management, LLC

Disclosures

Please visit the SEC profile of Matthew Mead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chickasaw Capital Management, LLC

Luke Davis
Memphis, TN
Scott Warren
Memphis, TN
Steven Delarosa
Memphis, TN
Edward Kelly
Memphis, TN
Andrew Garrett
Memphis, TN
William Threadgill
Memphis, TN
Bryan Bulawa
Memphis, TN
Henry Levy
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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