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- Custodian
- Charles Schwab & Company · Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- Capital insightTimber timber +more
- Established Date
- 02-09-1996
- Office Locations
- 1
Office Locations
About Chilton Capital Management LLC
Chilton Capital Management provides wealth management, financial planning, and trust company services for individuals, families, and institutions. The team combines traditional security analysis and risk management with in-house strategies across multiple asset classes, with an emphasis on tax-efficient portfolio management and ongoing rebalancing. Chilton was named a CNBC Top 100 Financial Advisory Firm in the U.S. (2023-2025).
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID MILTON UNDERWOOD JR. JR.
Chief Executive Officer
- CRD
- #2467709
- Ownership
- 10% but less than 25%
BRADLEY JOHN EIXMANN
Chief Investment Officer, Chief Investment Officer & Senior Portfolio Manager, Investment Advisor, Senior Portfolio Manager
- CRD
- #4416889
- Ownership
- Less than 5%
Frontier foundation
Timber focus value
- CRD
- #66278
- Ownership
- 29.9%
Showing 2 of 7 owners & executives
Unlock allContacts
Gabriel Hagstrom Carbone
--
- CRD
- #8221585
Kurt Francis Cooperrider
Director
- CRD
- #6688772
Element summit
Unison zenith
- CRD
- #17608
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,233,678,496 | $1,492,926 |
| Non-Discretionary | $0 | -- |
| Total | $3,233,678,496 | $1,492,926 |
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Separately Managed Accounts
Total SMA Asset: $3,210,573,371
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $407,839,257 | 15.4% |
| Corporate - Investment Grade | $288,665,448 | 10.9% |
| Cash | $648,835,181 | 24.5% |
| Municipal Bonds | $558,792,748 | 21.1% |
| Public Funds | $198,623,015 | 7.5% |
| U.S. Government/Agency | $545,551,214 | 20.6% |
| Total | $2,648,306,863 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER FRONTIER | UNISON BEACON | 83PZDUF9O | OLQRX | 6.55% | $119,207,488 |
| FOUNDATION PEAK OPTIMA | NORTH RIDGE | ZGM4AFNDR | YBGP | 7.54% | $1,499,778 |
| EMBER VERTEX UNISON | MERIDIAN OAK | 9B7Z4NLGY | IIW | 6.57% | $11,597,203 |
| SIGNAL OAK PRIME | ZENITH FOCUS | XETCBEB3F | JKMA | 8.03% | $18,688,426 |
| ELEMENT CATALYST MOMENTUM | PEAK FOUNDATION | Y98VDIBI4 | GQR | 12.58% | $109,256,680 |
| PEAK FUSION OPTIMA | MATRIX HORIZON | HN9DQY203 | PSSR | 4.07% | $53,883,781 |
| NORTH FOCUS | FRONTIER HORIZON | 1K5R0CKRY | QYT | 10.95% | $68,888,564 |
| TIMBER ELEMENT FOUNDATION | BRIDGE RADIAL | VDQ5S47I3 | EZE | 2.31% | $77,389,828 |