Chatham Capital Group Inc (Savannah)

Name: Chatham Capital Group Inc
Address: 6602 Abercorn Street, Savannah, GA, 31405
Telephone: 912-691-2320

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.

Chatham Capital Group: assets under management

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 firm manages $437.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 million each.

Chatham Capital Group has custody of $105.59 million in cash and securities for 44 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 48% of the total AUM. The second-largest asset type is exchange traded securities, which make up 41% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Philip Bradford Palmer serves?

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.

Careers at Chatham Capital Group Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick Lawrence Muller	Principal	1 May 1996	Other	2366283
Bruce Donald Fielitz	Principal	1 May 1996	Other	1644170
Frederick Muller	Principal	1 May 1996	Other	2366283
Bruce Fielitz	Principal	1 May 1996	Other	1644170
Philip Bradford Palmer	Chairman	1 Dec 2003	25% - 50%	1421785
Frederick Reynolds Muller	Ceo	1 Dec 2003	25% - 50%	2390289
William Jenkins Fielitz	Secretary	1 Dec 2003	Other	3157331
(Ii) L Guy Palmer	Consultant	1 Dec 2004	Other	1055560
Elizabeth Alban Concepcion	Chief compliance officer	1 Apr 2014	Other	xxx-xx-xxxx
Jason Gary Allen	Principal	1 Jul 2014	Other	3107384

Based in Savannah

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.