William Fielitz is a control person of Chatham Capital Group and directly owns between 10% and 25% of it. William Fielitz holds a B.A. in Finance from Birmingham-Southern College.
Chatham Capital Group is an investment adviser based in Savannah, GA, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and pooled investment vehicles. Its regulatory assets under management total $878 million, as filed on 19 May 2026. Its fees, ownership and offices are on the firm’s profile.
William J. Fielitz is Principal of Chatham Capital Group. He joined Chatham in 2003, where he focuses on wealth management, including portfolio construction, management and financial planning. Before Chatham he spent six years in the investment industry as a financial advisor with Prudential Securities and A.G. Edwards & Sons.
Professional designations
Listed by Chatham Capital Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- CRD
- 3157331
- Firm
- Chatham Capital Group · CRD 106174
- Role
- Secretary
- In role since
- December 2003 · 22 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Savannah, GA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chathamcapitalgroup.com
Where does William Fielitz work?
William Fielitz has been Secretary of Chatham Capital Group Inc since December 2003, and is a control person of the firm.
Is William Fielitz a CFP?
Chatham Capital Group lists William Fielitz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: William (Bill) J. Fielitz, ChFC®, CFP® biography, chathamcapitalgroup.com
How can I verify William Fielitz’s record?
William Fielitz’s role is listed on Chatham Capital Group Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106174.
- Frederick MullerCEO, Chief Compliance Officer
- Philip PalmerChairman
- Jason AllenPrincipal