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CHATHAM CAPITAL GROUP INC

6602 Abercorn Street
Suite 100
Savannah, Georgia 31405
Tel: 912-691-2320

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About CHATHAM CAPITAL GROUP INC

CHATHAM CAPITAL GROUP INC, formally registered with the SEC as CHATHAM CAPITAL GROUP INC. The firm was established in 06/12/1996. They have over 2 offices throughout the country.

CHATHAM CAPITAL GROUP INC is a Savannah, Georgia based Financial Planning firm with nearly $658,215,299 assets under management, offering retirement planning & investment advisory services to 625 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106174
SEC#801-51946
Assets Managed by Firm$658,215,299
No. of Clients625
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total625$658,215,299
Individuals (other than high net worth individuals)67$33,299,822
High net worth individuals154$528,480,308
Pension and profit sharing plansFewer than 5 clients$1,392,646
Charitable organizations8$14,890,604
Corporations or other businessesFewer than 5 clients$2,094,328

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