Burton
Willingham

Chilton Capital Management LLC

CRD#2591855
Investment Advisor
in Houston, TX

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About this Advisor

Burton Willingham is a financial advisor based in Houston, Texas with 5 years of industry experience. Willingham currently works for Chilton Capital Management LLC. Their career trajectory has included roles at Chilton Capital Management LLC, Texan Capital Management, Inc and Moncrief Willingham Energy Advisers, L.P. Willingham has a Series 63 license, certifying them as a securities representative, and is approved to advise clients in Texas. Chilton Capital Management LLC is a registered investment business that has its headquarters in Houston, TX. It has a total of 26 advisors. It controls $2 billion in assets under management among its 1,747 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 61 charities and foundations. Of its 1,747 client accounts, 49% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules typically are based on which services are provided. Fee types billed by Chilton Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1177 West Loop South Suite 1750
Houston, TX 77027-9062

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Chilton Capital Management LLC Brokerage Details

Total Assets Under Management

$1,828,026,293

TX Average: $3,042,739,679
Total Number of Employees

26

TX Average: 49
Total Number of Accounts

1,747

TX Average: 2,315
Average Account Size

$1,046,380

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Burton Willingham Work History

Burton has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Chilton Capital Management LLC

2008 - 2018 (10 years)

Texan Capital Management, Inc

1999 - 2017 (18 years)

Moncrief Willingham Energy Advisers, L.P

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Burton Willingham 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 Chilton Capital Management LLC

Matthew Werner
Houston, TX
Bruce Garrison
Houston, TX
Sean Nimmo
Houston, TX
Kurt Cooperrider
Houston, TX
Michael Stavar
Houston, TX
Timothy Lootens
Houston, TX
Julia Cauthorn
Houston, TX
Laura Genung
Houston, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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