CRD: 159306
Chilton Investment Services, LLC
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- Custodian
- BNY Mellon · Deutsche Bank · Morgan Stanley · Pershing · UBS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2011
- Office Locations
- 2
Office Locations
About Chilton Investment Services, LLC
Chilton Trust is a boutique-style wealth manager offering customized investment management and integrated planning, with family office services that pair a single-family office feel with multi-family office resources. The team tailors portfolios to client objectives and guidelines and provides trust and fiduciary capabilities, including corporate trustee/executor support backed by 60+ years of combined experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD LOCKWOOD CHILTON
Chairman, Chief Executive Officer, Chief Investment Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
DAVID S DANIEL
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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BENJAMIN BREWSTER
--
- CRD
- #2644030
KEVIN ASHTON WELLS
Senior Vice President
- CRD
- #6111896
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,866,667,000 | $6,055,941 |
| Non-Discretionary | $283,460,000 | $299,008 |
| Total | $8,150,127,000 | $3,627,115 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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