C
CRD: 108753
Chief Capital Management, INC
SAN Jose, CA
5092700506
$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-1998
- Office Locations
- 1
Office Locations
-- SAN Jose CA
About Chief Capital Management, INC
Chief Capital Management, INC is a SAN Jose-based RIA. The firm has been operating for 28 years. Managing $12.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$12.9M AVG AUM / ADVISOR
$922.0K AVG AUM / CLIENT
28.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Ember
Investment Themes
Radial Oak Focus peak
Investment Vehicles
Matrix pathway
Services
Glacier crest Harbor alpha Matrix Fusion Catalyst signal Atlas glacier
Owner & Executives
B
BROOKS CHARLES SACKETT
President
- CRD
- #1250855
- Ownership
- 75% or more
(399) 604-4846
insight.crest@peakcapital.com
in linkedin.com/in/momentum-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,907,703 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,907,703 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,907,703
Public Funds:
54.8% Cash:
45.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,618,502,715 | 54.8% |
| Cash | $1,334,969,393 | 45.2% |
| Total | $2,953,472,108 | 100.0% |