{"url":"https://nivawealth.com/firms/chilton-investment-services-159306","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159306","regulatoryAum":8150127000,"crd":"159306","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2644030","suffix":null,"lastName":"BREWSTER","firstName":"BENJAMIN","middleName":null},{"crd":"2559836","suffix":null,"lastName":"HAMAR","firstName":"GEORGE","middleName":"DAVID PHELPS"},{"crd":"6111896","suffix":null,"lastName":"WELLS","firstName":"KEVIN","middleName":"ASHTON"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":4746569000,"clients":894,"employees":55,"offices":7},{"filedOn":"2022-03-30","regulatoryAum":5780802000,"clients":1015,"employees":57,"offices":7},{"filedOn":"2023-03-31","regulatoryAum":5443922000,"clients":1195,"employees":59,"offices":7},{"filedOn":"2024-03-28","regulatoryAum":5887144000,"clients":1641,"employees":61,"offices":7},{"filedOn":"2025-07-14","regulatoryAum":6892784000,"clients":1785,"employees":64,"offices":7},{"filedOn":"2026-07-06","regulatoryAum":8150127000,"clients":1905,"employees":70,"offices":7}],"secFileNumber":"801-72833","legalName":"Chilton Investment Services, LLC","displayName":"Chilton Investment Services","slug":"chilton-investment-services-159306","website":"https://chiltontrustcompany.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/chilton-trust-company/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1290  East Main Street 1st Floor","city":"Stamford","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06902"},"tradeNames":[],"registration":{"secApproved":"25 October 2011","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3037255.661501788,"staff":{"employees":70,"advisory":20,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":8150127000,"discretionary":7866667000,"discretionaryAccounts":1299,"nonDiscretionary":283460000,"nonDiscretionaryAccounts":948,"wrapProgram":1109574000,"nonUsClientsPct":2,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1172,"regulatoryAum":1955143000},{"label":"High-net-worth individuals","clients":506,"regulatoryAum":3141372000},{"label":"Pooled investment vehicles","clients":11,"regulatoryAum":210784000},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":133258000},{"label":"Charitable organizations","clients":72,"regulatoryAum":433214000},{"label":"Corporations and other businesses","clients":139,"regulatoryAum":1974670000},{"label":"Other","clients":null,"fewerThan5":true,"regulatoryAum":301686000}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T03:40:24.385299+00:00","documents":[{"name":"CHILTON INVESTMENT SERVICES PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032230","versionId":1032230,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"BNY Mellon Capital Markets, LLC","shortName":"BNY Mellon Capital Markets","location":"Pittsburgh, PA","smaAssets":4337599000},{"name":"Morgan Stanley Smith Barney LLC","shortName":"Morgan Stanley","location":"New York, NY","smaAssets":1101238000}],"custodyNote":"Chilton Investment Services has custody of $3B in client assets for 981 clients.","leadership":[{"name":"Jennifer Lee","title":"President & Chief Executive Officer","crd":"3116381"},{"name":"Timothy Horan","title":"Executive Vice President, Chief","crd":"2252713"},{"name":"Timothy Horan","title":"Executive Vice President, Chief Investment Officer - Fixed Income","crd":"2252713"},{"name":"Peter Kim","title":"Managing Director, General Counsel, Chief Compliance Officer & Chief Operating Officer","crd":"6415962"},{"name":"Richard Chilton","title":"Chairman, Director, Portfolio Manager-Equities","crd":"1158328"},{"name":"David Daniel","title":"Director","crd":"8057637"},{"name":"Jennifer Foster","title":"Co-Chief Investment Officer - Equities and Portfolio Manager","crd":"4523836"},{"name":"Nicholas Frelinghuysen","title":"Co-Chief Investment Officer - Equities","crd":"2356611"},{"name":"Porter Goss","title":"Director","crd":"6415949"},{"name":"George Hamar","title":"Managing Director, Head of Wealth Advisory","crd":"2559836"},{"name":"John Hilton","title":"Director","crd":"2903130"},{"name":"Garrison Lickle","title":"Director","crd":"4150539"},{"name":"Elizabeth Weymouth","title":"Director","crd":"2539919"}],"ownership":[{"label":"Chilton Trust, Inc.","detail":"Shareholder in the 75% or more ownership band and a control person, since February 2012."},{"label":"Richard Chilton","detail":"Indirect owner: a shareholder of Chilton Trust, Inc. in the 25% to 50% band and a control person, since May 2005.","parent":"Chilton Trust, Inc."}],"filedOffices":{"otherThanPrincipal":6,"privateResidences":0},"listedOfficeAddresses":7,"foreignOffices":[],"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"1290  East Main Street 1st Floor","city":"Stamford","headquarters":true}]},{"state":"Delaware","offices":1,"addresses":[{"street":"1105 North Market Street","city":"Wilmington"}]},{"state":"Florida","offices":2,"addresses":[{"street":"396 Royal Palm Way","city":"Palm Beach"},{"street":"850 Park Shore Drive","city":"Naples"}]},{"state":"New York","offices":1,"addresses":[{"street":"300 Park Avenue","city":"New York"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"5925 Carnegie Boulevard","city":"Charlotte"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"414 3rd Street Ne","city":"Charlottesville"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-352-4000","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"U.S. government/agency bonds","percent":9},{"label":"U.S. state and local bonds","percent":12},{"label":"Investment grade corporate bonds","percent":16},{"label":"Securities issued by registered investment companies or business development companies","percent":2},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":5,"detail":"Real Estate and Alternative Investments, Limited Partnerships, Rights, Etc."}],"privateFunds":11},"sources":{"adv1FilingDate":"6 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159306/PDF/159306.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032230","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Chilton Investment Services have?","answer":"Chilton Investment Services has 1,905 clients and manages $8.15 billion for them, as of July 2026. They include 1,172 individual clients, 506 high-net-worth individuals, and 139 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Chilton Investment Services offer?","answer":"Chilton Investment Services provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Chilton Investment Services use?","answer":"Chilton Investment Services’ separately managed account assets are held at BNY Mellon Capital Markets, LLC (Pittsburgh, PA), with $4.34B and Morgan Stanley Smith Barney LLC (New York, NY), with $1.1B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chilton Investment Services have?","answer":"Chilton Investment Services has 2 investment adviser representatives registered with state securities authorities, out of 70 employees, and 20 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 Chilton Investment Services invest in?","answer":"At the end of its last fiscal year, Chilton Investment Services’ separately managed accounts held 52% exchange-traded equities, 16% investment grade corporate bonds, 12% state and local bonds, 9% U.S. government and agency bonds, 5% other, 4% cash and equivalents and 2% registered funds (mutual funds, ETFs, BDCs). The 5% other category is described as: Real Estate and Alternative Investments, Limited Partnerships, Rights, Etc. It advises 11 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 Chilton Investment Services?","answer":"Chilton Investment Services is owned through a trust by Richard Chilton. Its direct owner is Chilton Trust, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chilton Investment Services get paid?","answer":"Chilton Investment Services is paid through a percentage of assets under management, fixed fees and other compensation. 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 Chilton Investment Services registered with the SEC?","answer":"Yes, Chilton Investment Services has been registered with the SEC as an investment adviser since 25 October 2011. Its CRD number is 159306 and its SEC file number is 801-72833.","source":"Form ADV Part 1A, Item 1, filed 6 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Chilton Investment Services?","answer":"Chilton Investment Services’ main office is at 1290  East Main Street 1st Floor, Stamford, CT 06902. Its phone number is 203-352-4000. Its website is chiltontrustcompany.com.","source":"Form ADV Part 1A, Item 1.F, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}