{"url":"https://nivawealth.com/firms/chatham-capital-group-106174","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106174","regulatoryAum":878086098,"crd":"106174","history":[{"filedOn":"2021-03-25","regulatoryAum":543471274,"clients":213,"employees":9,"offices":2},{"filedOn":"2022-03-28","regulatoryAum":649991312,"clients":220,"employees":9,"offices":2},{"filedOn":"2023-05-15","regulatoryAum":568158890,"clients":230,"employees":9,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":658215299,"clients":231,"employees":9,"offices":2},{"filedOn":"2025-04-28","regulatoryAum":780553448,"clients":237,"employees":7,"offices":2},{"filedOn":"2026-05-19","regulatoryAum":878086098,"clients":250,"employees":9,"offices":2}],"secFileNumber":"801-51946","legalName":"Chatham Capital Group Inc","displayName":"Chatham Capital 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Chatham Capital Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Chatham Capital Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Chatham Capital Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chatham Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chatham Capital Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Chatham Capital Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chatham Capital Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Chatham Capital Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Chatham Capital Group?","answer":"Chatham Capital Group’s main office is at 6602 Abercorn Street, Suite 100, Savannah, GA 31405. Its phone number is 912-691-2320. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}