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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Pioneer
- Established Date
- 11-14-2016
- Office Locations
- 1
Office Locations
About Chastain Wealth Management
Chastain Wealth Management is an Atlanta-based RIA serving business owners and entrepreneurs with financial planning, including tax, estate and charitable strategies, retirement plan guidance, insurance reviews and portfolio construction. The firm emphasizes asset allocation through ETF-based managed portfolios, with experience using mutual funds and Dimensional solutions, custodied at Fidelity, and includes CFP-led leadership.
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Owner & Executives
JENNIFER DEVINE ODOM
Certified Financial Planner, Chief Compliance Officer
- CRD
- #7492576
- Ownership
- Less than 5%
LARREN CRAIG ODOM
Investment Advisor, President
- CRD
- #5077082
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,762,474 | $532,454 |
| Non-Discretionary | $0 | -- |
| Total | $143,762,474 | $532,454 |
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Separately Managed Accounts
Total SMA Asset: $143,762,474
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $981,217,341 | 23.6% |
| Cash | $3,176,483,255 | 76.4% |
| Total | $4,157,700,596 | 100.0% |