Chatham Capital Group Inc is a large advisory firm based in Savannah. It manages $437.84 million of regulatory assets for 422 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Georgia, North Carolina, and 3 other states.
Chatham Capital Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chatham Capital Group Inc is $437.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and $2.36 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Chatham Capital Group Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The largest group of clients of Philip Bradford Palmer is high net worth individuals with 125 clients and $355.15 million of assets under management. Among the 6 most similar advisory firms, Chatham Capital Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $433.93 million for 177 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Chatham Capital Group also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $100,000.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Philip Bradford Palmer has been acting as President since 1 Dec 2003. Jason Gary Allen joined the executive team most recently as the Principal.
The principal office where Chatham Capital Group Inc performs its advisory services is located at 6602 Abercorn Street, Savannah, GA 31405, which is also the mailing address of the firm. An additional office of the firm is in Hilton Head Island, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 912-691-2320 or by fax 912-691-0991. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at chathamcapitalgroup.com and its LinkedIn profile.