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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Crest element
- Established Date
- 09-16-2010
- Office Locations
- 1
Office Locations
About CH Capital Management
CH Capital Management is an independent advisory firm serving individuals and families, with particular experience guiding tech, healthcare, and legal professionals through equity/exec comp decisions, taxes, and major life transitions. The firm builds customized, evidence-based portfolios—often implemented with ETFs—and pairs them with tax planning, tax-loss harvesting, and retirement/withdrawal strategy plus behavioral coaching. They provide insurance guidance without selling commissioned products.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER ROBERT HARP
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4732684
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,519,866 | -- |
| Non-Discretionary | $1,428,611 | -- |
| Total | $13,948,477 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,948,477
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,633,978,479 | 35.7% |
| Cash | $4,744,112,498 | 64.3% |
| Total | $7,378,090,977 | 100.0% |