Chiron Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Chiron Capital Management reports 912 clients. They include 648 individual clients, 248 high-net-worth individuals, and 16 corporations and other businesses. Of its assets, 100.0% ($243M across 910 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $243M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 30% |
| High-net-worth individuals | 27% | 64% |
| Corporations and other businesses | 2% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 648 | $72M | 29.7% | $111K |
| High-net-worth individuals | 248 | $155M | 64.0% | $626K |
| Corporations and other businesses | 16 | $15.3M | 6.3% | $958K |
| Total | 912 | $243M | 100% | $266K |
- Clients
- 648
- Regulatory AUM
- $72M
- AUM share
- 29.7%
- Avg. per client
- $111K
- Clients
- 248
- Regulatory AUM
- $155M
- AUM share
- 64.0%
- Avg. per client
- $626K
- Clients
- 16
- Regulatory AUM
- $15.3M
- AUM share
- 6.3%
- Avg. per client
- $958K
Total
- Clients
- 912
- Regulatory AUM
- $243M
- AUM share
- 100%
- Avg. per client
- $266K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Chiron Capital Management charges 0.50%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Jason Brienen owns 75% or more of Chiron Capital Management. The leadership team of Chiron Capital Management includes Chief Compliance Officer Terry Warren. It has 6 employees, 1 of them in advisory roles.
Staff
- 6 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Chiron Capital Management, LLC
Jason Brienen
Control person · since June 2020
Chiron Capital Management’s regulatory assets went from $231M (July 2021) to $243M (August 2026); clients were 912 in both filings and employees rose from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $243M | 912 | 6 | 2 |
| Mar 2025March 2025 | $254M | 424 | 6 | 2 |
| Apr 2024April 2024 | $224M | 858 | 5 | 1 |
| Mar 2023March 2023 | $232M | 906 | 4 | 1 |
| May 2022May 2022 | $244M | 941 | 5 | 2 |
| Jul 2021July 2021 | $231M | 939 | 4 | 1 |
Besides its headquarters, Chiron Capital Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 261 Pinewood Drive, TallahasseeHQ
Other business names
Chiron Capital Management has reported 1 other business name to the SEC.
- Breakwater Capital
Contact and registration details
- Legal name
- Chiron Capital Management, LLC
- Headquarters
- 261 Pinewood Drive, Tallahassee, FL 32303
- Website
- chironcapital.com
- Phone
- 850-775-1939
- SEC file
- 801-119069
- Structure
- Florida LLC
- Fiscal year end
- December
Chiron Capital Management’s named custodian for separately managed accounts is Charles Schwab ($243M). Chiron Capital Management has custody of $20.4M for 196 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $243M100%
At year end, Chiron Capital Management’s separately managed accounts were largely in stocks (45%) and bonds (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $111M across 136 positions; the largest are Bristol-myers Squibb CO (10.7%), Nvidia Corporation (5.2%) and Microsoft Corp. (3.6%).
What the accounts hold
- Stocks45%
- Funds9%
- Bonds42%
- Cash2%
- Other2%
- Derivatives2%
How many clients does Chiron Capital Management have?
Chiron Capital Management has 912 clients and manages $243 million for them, as of August 2026. They include 648 individual clients, 248 high-net-worth individuals, and 16 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Chiron Capital Management offer?
Chiron Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Chiron Capital Management charge?
Chiron Capital Management charges 0.50%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: CHIRON CAPITAL MANAGEMENT DISCLOSURE BROCHURE, filed 3 October 2026
Which custodians does Chiron Capital Management use?
Chiron Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $243M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026
How many financial advisors does Chiron Capital Management have?
Chiron Capital Management has 1 investment adviser representative registered with state securities authorities, out of 6 employees, and 1 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 Chiron Capital Management invest in?
At the end of its last fiscal year, Chiron Capital Management’s separately managed accounts held 45% exchange-traded equities, 42% U.S. government and agency bonds, 9% registered funds (mutual funds, ETFs, BDCs), 2% derivatives and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chiron Capital Management?
Chiron Capital Management’s direct owner is Jason Brienen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 August 2026
How does Chiron Capital Management get paid?
Chiron Capital Management is paid through a percentage of assets under management and fixed fees. 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
How do I contact Chiron Capital Management?
Chiron Capital Management’s main office is at 261 Pinewood Drive, Tallahassee, FL 32303. Its phone number is 850-775-1939. Its website is chironcapital.com.
