CHICKASAW CAPITAL MANAGEMENT, LLC

6075 Poplar Ave Suite 720
Memphis, Tennessee 38119
Tel: 901-537-1866

About CHICKASAW CAPITAL MANAGEMENT, LLC

CHICKASAW CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CHICKASAW CAPITAL MANAGEMENT, LLC. The firm was established in 06/12/2003. They have over 1 offices throughout the country.

CHICKASAW CAPITAL MANAGEMENT, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $1,971,596,648 assets under management, offering retirement planning & investment advisory services to 438 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127398
SEC#	801-62121
Assets Managed by Firm	$1,971,596,648
No. of Clients	438
No. of Advisors	19

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	438	$1,971,596,648
Individuals (other than high net worth individuals)	131	$33,983,707
High net worth individuals	188	$300,521,088
Pension and profit sharing plans	Fewer than 5 clients	$27,051,342
Charitable organizations	8	$205,504,385
Corporations or other businesses	5	$2,402,682

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