CRD: 106174
Chatham Capital Group INC
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · Stifel
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-12-1996
- Office Locations
- 1
Office Locations
About Chatham Capital Group INC
Chatham Capital Group (Savannah, GA) has served families since 1996 with comprehensive financial planning and customized investment strategies. The firm emphasizes fiduciary advice and a disciplined, research-based approach to wealth management, typically implementing portfolios with ETFs and public funds, and uses the Black Diamond platform for portfolio reporting.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
FREDERICK REYNOLDS MULLER
Chief Compliance Officer, Chief Executive Officer, PORTFOLIO MANAGER, President, PRINCIPAL
- CRD
- #2390289
- Ownership
- 25% but less than 50%
PHILIP BRADFORD PALMER
Chairman, Financial Consultant
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $878,086,098 | $1,328,421 |
| Non-Discretionary | $0 | -- |
| Total | $878,086,098 | $1,328,421 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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