Chilton Capital Management Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 982
- Avg AUM / client
- $3.3M
- Accounts
- 2,166
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 453 | $156M | 4.81% |
| High net worth individuals | 455 | $2.5B | 75.9% |
| Investment companies | 1 | $23.1M | 0.71% |
| Charitable organizations | 23 | $100M | 3.1% |
| Insurance companies | 6 | $41.4M | 1.28% |
| Corporations and other businesses | 44 | $459M | 14.2% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alfred John Knapp | Member | CFA | Jan 1998 (29y) | ≈ 12.5% – 37.5% via Knapp Brothers, Llc |
| David Milton Underwood Jr. | Chairman Of The Board Of Managers And Chief Executive Officer | Jan 1998 (29y) | ≈ 25% – 56.25% via Knapp Brothers, Llc | |
| Laura Leman Genung | Member Of The Board Of Managers And President | Aug 2006 (20y) | Less than 5% | |
| Timothy Joris Lootens | Member Of The Board Of Managers, Manging Director And Secretary | Oct 2007 (19y) | Less than 5% | |
| St. Paul, Armand, Christ | Chief Compliance Officer | Feb 2017 (10y) | Less than 5% | |
| Bradley John Eixmann | Chief Investment Officer And Senior Portfolio Manager | CFA | Jun 2017 (9y) | Less than 5% |
| Brandon J Frank | Chief Financial Officer | Jun 2017 (9y) | Less than 5% | |
| Robertson, John, Edward | Member Of The Board Of Managers, Manging Director And Officer | May 2020 (6y) | Less than 5% | |
| Sean Michael Nimmo | Registered representative | Jun 2011 (15y) | ||
| Bruce George Garrison | Registered representative | CFA | Jul 2011 (15y) | |
| Matthew Robert Werner | Registered representative | CFA | Aug 2011 (15y) | |
| Michael Joseph Stavar | Registered representative | CFP | Aug 2011 (15y) | |
| Kurt Francis Cooperrider | Registered representative | Oct 2016 (10y) | ||
| Burton James Willingham | Registered representative | May 2018 (8y) | ||
| Frank Mcreynolds Wozencraft | Registered representative | CFA | Aug 2018 (8y) | |
| Jennifer Rebecca Marshall | Registered representative | Jun 2023 (3y) | ||
| Zachary Edward Goodrow | Registered representative | Jun 2025 (1y) | ||
| Gabriel Hagstrom Carbone | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Knapp Brothers, Llc | Member | Jan 1998 | A | 50% – 75% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alfred John Knapp: 25% – 50% of Knapp Brothers, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- David Milton Underwood Jr.: 50% – 75% of Knapp Brothers, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (47% of AUM) Mar 2026
- Pershing $598M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗