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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-1990
- Office Locations
- 1
Office Locations
About Chaikin Capital Management Inc.
Chaikin Capital Management is a New Jersey RIA led by president Carl Chaikin, bringing 30+ years of portfolio management experience. The firm creates and manages investment accounts using a personalized, systematic approach for individuals, retirees, corporations and pension trusts, including education planning. Portfolios are implemented primarily with ETFs alongside core fixed income and cash allocations, with custody that includes Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 36 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
CARL CHAIKIN
President
- CRD
- #44075
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,472,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,472,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Chaikin Capital Management Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.