Chatham Capital Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 2 private funds.
Chatham Capital Group reports 250 clients. They include 161 high-net-worth individuals, 78 individual clients and 9 charitable organizations. Of its assets, 100.0% ($878M across 661 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | 5% |
| High-net-worth individuals | 64% | 81% |
| Pooled investment vehicles | <1% | 5% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 4% | 2% |
| Other client typesState or municipal government entities; Corporations and other businesses | Not reported | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $43.6M | 5.0% | $559K |
| High-net-worth individuals | 161 | $715M | 81.4% | $4.44M |
| Pooled investment vehicles | 2 | $46.3M | 5.3% | $23.1M |
| Pension and profit-sharing plans | Fewer than 5 | $2.07M | 0.2% | — |
| Charitable organizations | 9 | $19.3M | 2.2% | $2.15M |
| State or municipal government entities | Fewer than 5 | $47.9M | 5.5% | — |
| Corporations and other businesses | Fewer than 5 | $3.93M | 0.4% | — |
| Total | 250 | $878M | 100% | — |
- Clients
- 78
- Regulatory AUM
- $43.6M
- AUM share
- 5.0%
- Avg. per client
- $559K
- Clients
- 161
- Regulatory AUM
- $715M
- AUM share
- 81.4%
- Avg. per client
- $4.44M
- Clients
- 2
- Regulatory AUM
- $46.3M
- AUM share
- 5.3%
- Avg. per client
- $23.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.07M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $19.3M
- AUM share
- 2.2%
- Avg. per client
- $2.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $47.9M
- AUM share
- 5.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.93M
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 250
- Regulatory AUM
- $878M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 251–500
Chatham Capital Group charges 0.50%–1.00% a year for its Separately-managed portfolios. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2.5M | 1.00% |
| $2.5M–$5M | 0.90% |
| $5M–$10M | 0.65% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Special projects
- Occasional special projects are billed at an hourly rate, laid out and agreed in writing in advance.
Frederick Muller owns 25% to 50% of Chatham Capital Group. The leadership team of Chatham Capital Group includes Chief Compliance Officer Frederick Muller. It has 9 employees, 5 of them in advisory roles.
Leadership
- Frederick MullerCEO, Chief Compliance Officer
- William FielitzSecretary
- Philip PalmerChairman
- Jason AllenPrincipal
Staff
- 9 employees
- 5 in advisory functions
- 6 soliciting firms
- Owns 25% to 50% of Chatham Capital Group Inc
Frederick Muller
Control person · since December 2003
- Owns 25% to 50% of Chatham Capital Group Inc
Philip Palmer
Control person · since December 2003
- Owns 10% to 25% of Chatham Capital Group Inc
William Fielitz
Control person · since December 2003
- Owns 10% to 25% of Chatham Capital Group Inc
Jason Allen
Control person · since July 2014
Chatham Capital Group’s regulatory assets grew 1.6× from $543M (March 2021) to $878M (May 2026); clients rose from 213 to 250 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $878M | 250 | 9 | 2 |
| April 2025 | $781M | 237 | 7 | 2 |
| March 2024 | $658M | 231 | 9 | 2 |
| May 2023 | $568M | 230 | 9 | 2 |
| March 2022 | $650M | 220 | 9 | 2 |
| March 2021 | $543M | 213 | 9 | 2 |
Besides its headquarters, Chatham Capital Group has 1 office, with 2 listed addresses in Georgia and South Carolina.
Georgia · 1 listed address
- 6602 Abercorn Street, Suite 100, SavannahHQ
South Carolina · 1 listed address
- 90 Main Street, Hilton Head Island
Contact and registration details
- Legal name
- Chatham Capital Group Inc
- Headquarters
- 6602 Abercorn Street, Suite 100, Savannah, GA 31405
- Website
- chathamcapitalgroup.com
- Phone
- 912-691-2320
- @chatham-capital-group-inc.
- SEC file
- 801-51946
- Founded
- 1996
- Structure
- Georgia corporation
- Fiscal year end
- December
Chatham Capital Group uses Charles Schwab ($718M) as custodian for its separately managed accounts. Chatham Capital Group has custody of $228M in client assets for 68 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $718M100%
At year end, Chatham Capital Group’s separately managed accounts were mostly in stocks (50%) and funds (44%). Its reported 13F holdings for the quarter ended 30 June 2026 total $783M across 200 positions; the largest are Vanguard Index Fds (4.7%), Nvidia Corporation (4.2%) and GE Vernova Inc. (3.2%).
What the accounts hold
- Stocks50%
- Funds44%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash1%
- Other1%
- Structured notes1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $783M
- Reported 13F value
- 200
- Positions
- 29.8%
- In the 10 largest
- +13.6%
- Value vs. prior quarter
- Vanguard Index Fds · Small CP ETF4.7%
- Nvidia Corporation4.2%
- GE Vernova Inc.3.2%
- iShares Gold TR · iShares New3.0%
- Apple Inc.2.8%
- iShares Inc. · MSCI Emrg Chn2.7%
- Alphabet Inc. · Cap Stk CL C2.4%
- State Str SPDR S&P 500 ETF T · TR Unit2.3%
- Vanguard World FD · Inf Tech ETF2.2%
- Invesco Qqq TR · Unit Ser 12.2%
Together, the ten largest are 29.8% of reported value.
How many clients does Chatham Capital Group have?
Chatham Capital Group has 250 clients and manages $878 million for them, as of May 2026. They include 161 high-net-worth individuals, 78 individual clients and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 May 2026
What services does Chatham Capital Group offer?
Chatham Capital Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Chatham Capital Group charge?
Chatham Capital Group charges 0.50%–1.00% a year for its Separately-managed portfolios. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: CCG FORM ADV PART 2A EFFECTIVE MARCH 31, 2026 TO PRESENT, filed 31 March 2026
Which custodians does Chatham Capital Group use?
Chatham Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $718M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026
How many financial advisors does Chatham Capital Group have?
Chatham Capital Group has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chatham Capital Group invest in?
At the end of its last fiscal year, Chatham Capital Group’s separately managed accounts held 50% exchange-traded equities, 44% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds, 1% state and local bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Structured Notes. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chatham Capital Group?
Chatham Capital Group’s direct owners are Frederick Muller, Philip Palmer, William Fielitz and Jason Allen, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 19 May 2026
How does Chatham Capital Group get paid?
Chatham Capital Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Chatham Capital Group registered with the SEC?
Yes, Chatham Capital Group has been registered with the SEC as an investment adviser since 12 June 1996. Its CRD number is 106174 and its SEC file number is 801-51946.
Source: Form ADV Part 1A, Item 1, filed 19 May 2026; IAPD firm record
How do I contact Chatham Capital Group?
Chatham Capital Group’s main office is at 6602 Abercorn Street, Suite 100, Savannah, GA 31405. Its phone number is 912-691-2320. Its website is chathamcapitalgroup.com.