Chilton Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Chilton Capital Management reports 982 clients. They include 455 high-net-worth individuals, 453 individual clients, and 44 corporations and other businesses. Of its assets, 100.0% ($3.23B across 2,166 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $234M. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 5% |
| High-net-worth individuals | 46% | 76% |
| Investment companies | <1% | <1% |
| Charitable organizations | 2% | 3% |
| Insurance companies | <1% | 1% |
| Other client typesCorporations and other businesses | 4% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 453 | $156M | 4.8% | $344K |
| High-net-worth individuals | 455 | $2.45B | 75.9% | $5.39M |
| Investment companies | 1 | $23.1M | 0.7% | $23.1M |
| Charitable organizations | 23 | $100M | 3.1% | $4.36M |
| Insurance companies | 6 | $41.4M | 1.3% | $6.9M |
| Corporations and other businesses | 44 | $459M | 14.2% | $10.4M |
| Total | 982 | $3.23B | 100% | $3.29M |
- Clients
- 453
- Regulatory AUM
- $156M
- AUM share
- 4.8%
- Avg. per client
- $344K
- Clients
- 455
- Regulatory AUM
- $2.45B
- AUM share
- 75.9%
- Avg. per client
- $5.39M
- Clients
- 1
- Regulatory AUM
- $23.1M
- AUM share
- 0.7%
- Avg. per client
- $23.1M
- Clients
- 23
- Regulatory AUM
- $100M
- AUM share
- 3.1%
- Avg. per client
- $4.36M
- Clients
- 6
- Regulatory AUM
- $41.4M
- AUM share
- 1.3%
- Avg. per client
- $6.9M
- Clients
- 44
- Regulatory AUM
- $459M
- AUM share
- 14.2%
- Avg. per client
- $10.4M
Total
- Clients
- 982
- Regulatory AUM
- $3.23B
- AUM share
- 100%
- Avg. per client
- $3.29M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Chilton Capital Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Knapp Brothers, LLC owns 50% to 75% of Chilton Capital Management and is in turn owned by Alfred Knapp (25–50%). David Underwood Jr. is CEO; the leadership team includes President Laura Genung, Chief Investment Officer Bradley Eixmann and Chief Financial Officer Brandon Frank. It has 27 employees, 17 of them in advisory roles.
Leadership
- David Underwood Jr.Chairman of the Board of Managers and Chief Executive Officer
- Laura GenungMember of the Board of Managers and President
- Brandon FrankChief Financial Officer
- Armand St. PaulChief Compliance Officer
- Bradley EixmannChief Investment Officer and Senior Portfolio Manager
- Timothy LootensMember of the Board of Managers, Manging Director and Secretary
- John RobertsonMember of the Board of Managers, Manging Director and Officer
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Gabriel Hagstrom Carbone
- Kurt Francis Cooperrider
- Bradley John Eixmann
- Brandon J Frank
- Bruce George Garrison
- Laura Leman Genung
- Zachary Edward Goodrow
- Timothy Joris Lootens
- Jennifer Rebecca Marshall
- Sean Michael Nimmo
- Michael Joseph Stavar
- David Milton Underwood JR. JR.
- Matthew Robert Werner
- Burton James Willingham
- Frank McReynolds Wozencraft JR
Staff
- 27 employees
- 17 in advisory functions
- 15 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- 6 soliciting firms
- Owns 50% to 75% of Chilton Capital Management LLC
Knapp Brothers, LLC
Control person · since January 1998
- Owns 25% to 50% of Knapp Brothers, LLC
Alfred Knapp
Control person · since January 1998
- Owns 10% to 25% of Chilton Capital Management LLC
David Underwood Jr.
Control person · since January 2017
Chilton Capital Management’s regulatory assets grew 1.9× from $1.74B (March 2021) to $3.23B (March 2026); clients rose from 788 to 982 and employees were 27 in both filings. In 2018, Texan Capital Management (Texan Capital) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.23B | 982 | 27 | 2 |
| March 2025 | $2.67B | 879 | 32 | 2 |
| March 2024 | $2.21B | 761 | 28 | 2 |
| March 2023 | $1.83B | 1,263 | 26 | 2 |
| May 2022 | $2.16B | 863 | 26 | 2 |
| March 2021 | $1.74B | 788 | 26 | 2 |
Firms that joined
20181 joined
- Texan Capital Management (Texan Capital)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Chilton Capital Management has 1 office (1 private residence, listed without an address), with 1 listed address in Texas.
Texas · 1 listed address
- 1177 West Loop South, Suite 1200, HoustonHQ
Contact and registration details
- Legal name
- Chilton Capital Management LLC
- Headquarters
- 1177 West Loop South, Suite 1200, Houston, TX 77027-9062
- Website
- chiltoncapital.com
- Phone
- 713-650-1995
- @506602
- SEC file
- 801-51061
- Founded
- 1996
- Structure
- Texas LLC
- Fiscal year end
- December
Chilton Capital Management uses Charles Schwab ($1.51B, 72%) and Pershing ($598M, 28%) as custodians for its separately managed accounts. Chilton Capital Management has custody of $3.23B in client assets for 766 clients.
- PershingPershing LLC · Jersey City, NJ · $598M28%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.51B72%
At year end, Chilton Capital Management’s separately managed accounts were mostly in stocks (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.17B across 592 positions; the largest are Nvidia Corporation (7.6%), Apple Inc. (5.2%) and Alphabet Inc. (4.8%).
What the accounts hold
- Stocks86%
- Funds1%
- Bonds9%
- Investment grade corporate bonds6%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash4%
Reported 13F holdings
- $3.17B
- Reported 13F value
- 592
- Positions
- 41.3%
- In the 10 largest
- +10.2%
- Value vs. prior quarter
- Nvidia Corporation7.6%
- Apple Inc.5.2%
- Alphabet Inc. · Cap Stk CL C4.8%
- Microsoft Corp.4.3%
- Amazon Com Inc.4.1%
- Broadcom Inc.3.9%
- Ventas Inc.3.0%
- Meta Platforms Inc. · CL A3.0%
- JPMORGAN Chase & CO2.8%
- Eli Lilly & CO2.6%
Together, the ten largest are 41.3% of reported value.
How many clients does Chilton Capital Management have?
Chilton Capital Management has 982 clients and manages $3.23 billion for them, as of March 2026. They include 455 high-net-worth individuals, 453 individual clients, and 44 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Chilton Capital Management offer?
Chilton Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Chilton Capital Management use?
Chilton Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.51B and Pershing LLC (Jersey City, NJ), with $598M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Chilton Capital Management have?
Chilton Capital Management has 15 investment adviser representatives registered with state securities authorities, out of 27 employees, and 17 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chilton Capital Management invest in?
At the end of its last fiscal year, Chilton Capital Management’s separately managed accounts held 86% exchange-traded equities, 6% investment grade corporate bonds, 4% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chilton Capital Management?
Chilton Capital Management is owned through a holding company by Alfred Knapp. Its direct owners are Knapp Brothers, LLC (50% to 75%) and David Underwood Jr. (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Chilton Capital Management get paid?
Chilton Capital Management is paid through a percentage of assets under management. 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 Chilton Capital Management registered with the SEC?
Yes, Chilton Capital Management has been registered with the SEC as an investment adviser since 9 February 1996. Its CRD number is 104592 and its SEC file number is 801-51061.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Chilton Capital Management?
Chilton Capital Management’s main office is at 1177 West Loop South, Suite 1200, Houston, TX 77027-9062. Its phone number is 713-650-1995. Its website is chiltoncapital.com.