$242.6M Total AUM
$242.6M Disc. AUM
-0.2% 3Y CAGR
6 Employees
912 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RidgeCrest
- Established Date
- 07-16-2020
- Office Locations
- 1
Office Locations
261 Pinewood Drive Tallahassee FL
About Chiron Capital Management, LLC
Chiron Capital Management is a Tallahassee, FL investment and portfolio services firm serving individuals and families with tailored investment strategies and planning. Portfolios are built largely with ETFs alongside meaningful U.S. government/agency bond exposure, with additional fixed income and alternatives as needed. The firm operates in retail and institutional channels and primarily custodies at Charles Schwab.
Team overview
49 AVG AGE
$242.6M AVG AUM / ADVISOR
$266.0K AVG AUM / CLIENT
3.1 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
North Vector Vertex Glacier vital Fusion signal Prime horizon
Client Personas
Capital catalyst
Custodian
Focus ridge Beacon legacy Crest capital Frontier pioneer
Investment Themes
Zenith wave
Investment Vehicles
Unison timber
Platform
Momentum
Services
Beacon Summit vector Prime Vertex Frontier vertex Unison North summit
Technology
Vertex bridge Radial harbor
Owner & Executives
JASON PHILLIP BRIENEN
Managing Director, Owner, PRINCIPAL
- CRD
- #2249998
- Ownership
- 75% or more
(583) 418-2359
foundation.quantum@optimacapital.com
in linkedin.com/in/wave-prime
Stacy Sizemore
Chief Compliance Officer
- CRD
- #4052029
- Ownership
- Less than 5%
(400) 484-3053
eagle.quantum@meridiancapital.com
in linkedin.com/in/value-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,635,477 | $266,632 |
| Non-Discretionary | $0 | -- |
| Total | $242,635,477 | $266,632 |
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Separately Managed Accounts
Total SMA Asset: $242,635,477
Equity - Exchange:
20.6% U.S. Government/Agency:
9.9% Public Funds:
27.7% Cash:
15.0% Derivatives:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $218,821,076 | 20.6% |
| U.S. Government/Agency | $105,161,585 | 9.9% |
| Public Funds | $294,239,991 | 27.7% |
| Cash | $159,335,735 | 15.0% |
| Derivatives | $284,679,846 | 26.8% |
| Total | $1,062,238,233 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE MERIDIAN | BEACON OAK | HUE4V40JH | TXFJ | 1.94% | $21,125,813 |
| GLACIER UNISON UNISON | EAGLE SUMMIT | XCKN5AWFP | HNY | 3.16% | $62,079,924 |
| DELTA SUMMIT | VALUE VECTOR | LYLEFRLD0 | DPSIC | 2.17% | $17,201,551 |
| INSIGHT CREST | HARBOR WAVE | HP2ET4K49 | ZJIB | 4.06% | $62,609,433 |
| BEACON ALPHA | EAGLE QUANTUM | FZVF98XUV | OPQ | 2.88% | $67,099,376 |
| DELTA GLACIER | CAPITAL DELTA | G9EZ33OGQ | ERM | 6.95% | $107,943,480 |
| SUMMIT OAK | VECTOR RADIAL | 1VX62GUI7 | BOOT | 11.12% | $78,866,085 |
| RADIAL CATALYST | SUMMIT BRIDGE | N25XNDDVG | ZDX | 4.82% | $27,946,557 |