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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between December 11, 2025 and March 16, 2026, reported AUM increased 21.3%, from $2.7B to $3.2B.
Across 5 reported observations, AUM increased 49.6% between May 17, 2022 and March 16, 2026, from $2.2B to $3.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 17 advisory representatives and 999 clients, or 58.8 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Chilton Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 7 owners & executives
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Gabriel Hagstrom Carbone
--
- CRD
- #8221585
Kurt Francis Cooperrider
Director
- CRD
- #6688772
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
SMA allocation detail is available
Chilton Capital Management LLC 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
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Chilton Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.