This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-1998
- Office Locations
- 1
Office Locations
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.
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 14 clients, or 14 clients per representative. That equates to $922.0K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Chief Capital Management, INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Chief Capital Management, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BROOKS CHARLES SACKETT
Financial Advisor
- CRD
- #1250855
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,907,703 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,907,703 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Chief Capital Management, INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.