Chatham Capital Group Inc
- Regulatory AUM
- $878M
- Discretionary
- $878M
- Clients
- 250
- Avg AUM / client
- $3.5M
- Accounts
- 661
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $43.6M | 4.97% |
| High net worth individuals | 161 | $715M | 81.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $46.3M | 5.27% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.1M | 0.24% |
| Charitable organizations | 9 | $19.3M | 2.2% |
| State or municipal government entities | Fewer than 5 clients | $47.9M | 5.46% |
| Corporations and other businesses | Fewer than 5 clients | $3.9M | 0.45% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $49.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Chatham Small Cap Partnership I, Lp | Other Private Fund | Georgia | $39.5M | 43 |
| Chatham Small Cap Investment Group Trust | Other Private Fund | Georgia | $10.0M | 13 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fielitz, Bruce, Donald | Principal | May 1996 (30y) | Less than 5% | |
| Muller, Frederick, Lawrence | Principal | May 1996 (30y) | Less than 5% | |
| Fielitz, William, Jenkins | Secretary | Dec 2003 (23y) | 10% – 25% | |
| Muller, Frederick, Reynolds | Ceo, Chief Compliance Officer | Dec 2003 (23y) | 25% – 50% | |
| Palmer, Philip, Bradford | Chairman | Dec 2003 (23y) | 25% – 50% | |
| Allen, Jason, Gary | Principal | Jul 2014 (12y) | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (2, $49.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Chatham Small Cap Partnership I, Lp | Other Private Fund | $39.5M | $100K | 43 |
| Chatham Small Cap Investment Group Trust | Other Private Fund | $10.0M | $50.0K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 1.28 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $718M (82% of AUM) May 2026
- Stifel, Nicolaus & Company, Incorporated $44.4M (9% of AUM) May 2020
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: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗