Chilton Capital Management - Company Research Report

Company Overview

Name

Chilton Capital Management

Mission of the Company

Chilton Capital Management is committed to providing unparalleled service and dedication to individual clients and institutions, helping them manage their wealth with expert advice, outstanding performance, and peace of mind.

Founding Information

When: Founded in 1996.

Founders: No information is available.

Key People in the Company

David M. Underwood, Jr. - Chief Executive Officer

Laura Leman Genung, J.D. - President & Trust Officer

Bradley J. Eixmann, CFA® - Chief Investment Officer & Senior Portfolio Manager

Tim Lootens CFP® , CPWA® - Managing Director & Trust Officer

John E. Robertson - Managing Director

A. Chris St. Paul - Chief Compliance Officer

Brandon J. Frank - Chief Financial Officer & Portfolio Manager

Matthew R. Werner, CFA® - Senior Portfolio Manager REIT

Bruce G. Garrison, CFA® - Senior Portfolio Manager REIT

Ramon G. Reyes - Director of Trading

Michael J. Stavar, CPA®, CFP® - Institutional Sales

Headquarters

1177 West Loop South, Suite 1750, Houston, Texas 77027.

Number of Employees

No information is available.

Revenue

No information is available.

What is the Company Known For

Chilton Capital Management is known for its comprehensive wealth management, financial planning, trust company services, and institutional investment strategies.

Products

Wealth Management

Description: Tailored wealth management services that consider unique client needs and financial situations to develop comprehensive strategies for increasing wealth.

Key Features:

Investment advice

Asset management

Goal updates

Opportunity reviews

Portfolio rebalancing

Financial Planning

Description: Services geared toward helping clients achieve long-term financial goals such as retirement, education funding, and legacy planning.

Key Features:

Cash flow planning

Budgeting

Retirement planning

Investment management

Trust Company Services

Description: Comprehensive trustee services to manage assets and oversee asset transfers to beneficiaries, acting in fiduciary capacities.

Key Features:

Management of revocable and irrevocable trusts

Charitable trusts

Marital trusts

Estate accounts

Special needs trusts

Institutional Strategies

Description: Investment strategies for institutional investors including core, concentrated, and REIT strategies.

Key Features:

Strategic Equity

High Conviction Equity

REIT Strategy

Recent Developments

AUM Achievement: Reached a total AUM of $1.8 billion.

CNBC Ranking: Ranked #18 on CNBC FA 100.

Years in Business: Celebrated 27 years in business.

New Products Launched

No information is available.

New Features Added to Existing Products

No information is available.

New Partnerships

No information is available.

Contact Information

Address:
1177 West Loop South, Suite 1750, Houston, Texas 77027

Phone:
(713) 650-1995

Website:
No website information is available.

Disclaimers

The information contained herein should be considered in conjunction with all disclosures and the firm's Form ADV.

Legal and Regulatory Information

Disclaimers and Terms

Terms and Conditions: Available upon request along with Form ADV.

This detailed report solidifies Chilton Capital Management’s commitment and structured approach to managing wealth and providing financial solutions for both individual and institutional investors through their experienced team and diversified product offerings.