Chilton Capital Management LLC

What Chilton Capital Management LLC does

Chilton Capital Management LLC is an employee-owned Registered Investment Advisor and Texas-chartered trust company founded in 1996 and headquartered in Houston, Texas. The firm delivers personalized wealth management to high-net-worth individuals, families, family offices, foundations, endowments, and trusts, with services spanning investment advice, asset management, financial planning, retirement and estate planning, and fiduciary trust administration. It operates as a fee-only advisor with revenue generated through recurring management fees on AUM (currently stated at over $3 billion) plus trust company service fees, with all client relationships handled through direct, in-person advisory engagement from a single Houston office.

The firm's institutional investment platform consists of three in-house strategies: Strategic Equity (large-cap core U.S. equities with ADRs benchmarked vs. the S&P 500 Total Return), High Conviction Equity (a concentrated portfolio of up to 15 large-cap names with 5-10% position sizes targeting high-risk-tolerance investors), and the REIT Strategy (a 20-30 name publicly traded U.S. equity REIT portfolio launched in January 2005 by Bruce Garrison, with 260 bps gross / 180 bps net outperformance vs. VNQ through May 2026 and a stated 200 bps annualized five-year outperformance target). Underlying the strategies is a proprietary in-house risk-management process combining traditional fundamental security analysis with tax-aware, individualized portfolio construction.

Chilton has pursued growth through acquisition, including the 2007 merger with Willingham Asset Management and the 2018 merger with Texan Capital Management (Frank Wozencraft). The leadership team includes CEO David M. Underwood Jr., President & Trust Officer Laura Genung, CIO & Senior PM Bradley Eixmann, CFO & PM Brandon Frank, and REIT CIO Bruce Garrison. The firm was named a CNBC Top Financial Advisory Firm in the U.S. in 2023, 2024, and 2025. In June 2026, the REIT strategy shifted its primary benchmark from the MSCI US REIT Index (RMZ) to the Vanguard Real Estate ETF (VNQ).

Name

Chilton Capital Management LLC

Legal name

Chilton Capital Management LLC

Website

https://chiltoncapital.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Chilton Capital Management is an employee-owned Houston-based RIA and Texas-chartered trust company providing personalized wealth management, financial planning, trust, and institutional investment strategies to high-net-worth individuals, family offices, foundations, endowments, and institutional clients with over $3 billion in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Trust services
• Institutional asset management

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Fees: Fee-only wealth management services providing investment advice and asset management tailored to individual client needs and financial situations. Services include investment management, financial planning, and comprehensive wealth strategies.
2. Institutional Investment Management: Management fees from institutional clients using core, concentrated and REIT strategies. The firm implements sound processes that deliver consistent risk-adjusted returns for institutional investors.
3. Trust Company Services: Fiduciary services as a trust company managing assets and overseeing future transfer of assets to beneficiaries.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Chilton Capital Management provides fee-only wealth management, financial planning, trust, and institutional investment management services. The firm manages discretionary portfolios for high-net-worth individuals, family offices, foundations, endowments, and trusts using in-house strategies including Strategic Equity, High Conviction Equity, and a dedicated REIT strategy. As a Texas-chartered trust company, it also delivers fiduciary and trustee services overseeing asset management and transfer to beneficiaries.

Product overview

Chilton Capital Management offers a comprehensive suite of wealth management services centered around four core offerings: Wealth Management for individual investors, Financial Planning for long-term financial goal achievement, Trust Company services for fiduciary and estate management, and Institutional Investment Strategies. The institutional strategies encompass three distinct investment approaches: Strategic Equity (large-cap core U.S. stocks targeting S&P 500 outperformance), High Conviction Equity (concentrated 15-name portfolio for high-risk tolerance investors), and the REIT Strategy (20-30 security portfolio of publicly traded U.S. equity REITs for income and appreciation). The firm manages over $3 billion in assets under management and operates as a fee-only advisory firm.

Differentiator

Problem solved

Functional benefit

Brands

• Chilton REIT: A dedicated REIT strategy focused on publicly traded U.S. equity REITs, managed by a specialized team including Bruce Garrison and Matthew Werner.

Products and services

• Wealth Management
• Financial Planning
• Trust Company Services
• Strategic Equity Strategy
• High Conviction Equity Strategy
• REIT Strategy

Quantifiable outcome

• Over $3 billion in assets under management
• +4 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Westwood Holdings Group: Houston-based, publicly traded registered investment advisor with comparable multi-asset wealth and institutional strategies serving HNW and institutional clients; closely aligned business model and geographic footprint to Chilton.
• Manning & Napier: Long-tenured, publicly traded RIA providing discretionary portfolio management and wealth services to individuals and institutions, with a comparable focus on active fundamental research and advisor-driven distribution.
• Veritas Financial Partners: Texas-based private RIA providing fee-only wealth management, financial planning, and institutional strategies; directly comparable size, structure, and Houston/Texas HNW focus.
• Kovitz Investment Group: Mid-sized Chicago-based private RIA offering personalized wealth management and institutional strategies — directly comparable in size, fee model, and multi-channel client base to Chilton.
• Aristotle Capital Management: Private, employee-owned equity and fixed-income manager serving institutional, intermediary, and private-wealth clients with comparable AUM scale and similar boutique, research-driven culture.
• Cresset Capital Management: Multi-family office and private RIA delivering integrated wealth, trust, and institutional capabilities to HNW families — comparable integrated model and target client base.

Emerging players

• Salient Partners: Houston-area alternatives and REIT-focused manager where Chilton's REIT founders previously built their track record; operates in the same talent and institutional market with overlapping product areas.
• Tortoise Capital Advisors: Specialist manager focused on real assets and REIT/income strategies for institutional clients; overlaps directly with Chilton's REIT franchise as a niche competitor in equity REIT sub-advisory mandates.

Broad incumbents

• Resolute Investment Managers: Multi-affiliate RIA platform offering wealth and institutional asset management services; broadly comparable service mix and institutional distribution overlap.
• Nuveen Real Estate (TIAA): Large global real estate investment manager with both listed REIT strategies and direct property offerings; competes for the same institutional REIT mandates as Chilton but at much greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/chiltoncapital
• LinkedInlinkedin.com/company/chilton-capital-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chilton Capital Management LLC