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 in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 14, 2025 and July 6, 2026, reported AUM increased 18.2%, from $6.9B to $8.2B.
Across 5 reported observations, AUM increased 41.0% between March 30, 2022 and July 6, 2026, from $5.8B to $8.2B.
Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.
The firm reports 20 advisory representatives and 1,905 clients, or 95.3 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on July 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Services
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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
SMA allocation detail is available
Chilton Investment Services, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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