CRD: 106174
Chatham Capital Group INC
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · Stifel
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 28, 2025 and May 19, 2026, reported AUM increased 12.5%, from $780.6M to $878.1M.
Across 5 reported observations, AUM increased 35.1% between March 28, 2022 and May 19, 2026, from $650.0M to $878.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 250 clients, or 50 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Chatham Capital Group INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Chatham Capital Group INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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