Chatham Street Advisors
- Company typePrivate
- Founded2019
- HeadquartersRome, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Chatham Street Advisors firmographics
Firmographics- Name
- Chatham Street Advisors
- Legal name
- Chatham Street Advisors
- Website
- https://chathamstadv.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Chatham Street Advisors industry classification
Industry- Product category
- Investment Advisory & Financial Planning Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Chatham Street Advisors is headquartered
LocationHeadquarters
- HQ city
- Rome
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Chatham Street Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Assets Under Management (AUM) Fee: The firm charges a percentage of total assets under management as compensation. This aligns the firm's interests with clients' interests and ensures the firm benefits from growing client portfolios.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Assets Under Management Fee |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Chatham Street Advisors product offering
Product offeringCore offering
Chatham Street Advisors is a private investment advisory firm that provides personalized financial planning and investment advisory services to individuals, trusts, and small business owners. The firm offers coordinated services including individual account management (taxable accounts, IRAs, college savings, custodial accounts), comprehensive financial planning (taxes, retirement, wealth management, Medicaid, college savings), estate planning, tax preparation, and trust account management, delivered through SEC-registered Belpointe Asset Management with assets custodied at Charles Schwab.
Product overview
Chatham Street Advisors is a financial advisory firm offering a coordinated suite of services for individual and business clients. The core offerings include Individual Accounts (taxable accounts, IRAs, and custodial accounts), Individual Planning (taxes, Medicaid, retirement, wealth management, and college savings), Estate Planning (wills, trusts, and legal documents), Tax Preparation, Trust Accounts (living and Medicaid management), and a specialized sub-brand called Chatham Street Taxes & Accounting, LLC that provides small business owners with integrated personal and business financial planning including retirement plans (401(k), SEP IRAs, Simple IRAs, 403(b) plans). William McCormick offers investment advice through Belpointe Asset Management, LLC.
Differentiator
Problem solved
Functional benefit
Products and services
- Individual Accounts Account management services for taxable accounts, IRAs (Traditional Rollover and Roth), College Savings Accounts, and Custodial Accounts for individual investors.
- Individual Planning Comprehensive financial planning services covering taxes, Medicaid, retirement, wealth management, and college savings for individual clients.
- Estate Planning Planning services for wills, trusts, and legal documents to manage estate distribution and legacy planning for individuals and families.
- Trust Accounts Management services for living trusts and Medicaid management trust accounts for estate and asset protection planning.
- Chatham Street Taxes & Accounting, LLC Small business accounting and tax services sub-brand offering 401(k) and Profit-Sharing Plans, Simple and SEP IRAs, 403(b) plans, and integrated personal-business financial planning for small business owners.
Companies that use Chatham Street Advisors
Customer profileSegments4 records
Ideal customer profiles3 records
Chatham Street Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Chatham Street Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Belpointe Asset Management, LLCcoreChatham Street Advisors offers investment advice through Belpointe Asset Management, LLC, an SEC-registered investment adviser located at 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Belpointe also offers insurance products through Belpointe Insurance, LLC and Belpointe Specialty Insurance, LLC. Registration with SEC does not imply SEC approval or endorsement of qualifications or services.
- Charles Schwab & Co.coreCharles Schwab & Co. serves as the custodian for client assets. The firm houses custody of client investments at Charles Schwab.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Chatham Street Advisors competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Large, globally focused RIA serving high-net-worth and institutional clients with discretionary portfolio management. Comparable in delivering investment advice through fiduciary RIA structure; differs in scale, institutional tilt, and lack of integrated tax/estate hands-on services.
- Cetera Financial Group: Wealth management and advisory platform supporting independent RIAs and financial advisors with technology, compliance, and custody relationships. Comparable in supporting the advisor-as-entrepreneur model through infrastructure; relevant because Belpointe is a similar-style RIA platform.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering wealth management, retirement planning, tax planning, and estate strategies. Comparable in fiduciary, fee-only advisory and integration of investment with planning, but with a national footprint and proprietary planning technology.
- Buckingham Strategic Wealth: Mid-to-large registered investment adviser focused on evidence-based investment management and comprehensive financial planning for individuals and families. Comparable to Chatham in its fee-only, fiduciary, planning-led approach, but with substantially larger AUM and a multi-office footprint.
- Moneta Group: Independent RIA providing investment management, financial planning, tax preparation, estate planning, and retirement plan services to affluent individuals, families, and businesses. Closely comparable in integrated service offering and AUM-based fee model, with significantly greater scale and geographic reach.
- Northwestern Mutual: Large, established financial services company offering investment advisory, insurance, retirement, and estate planning through a national agent network. Comparable in bundling wealth management, insurance, and planning services for individuals and small business owners, especially in regional markets.
- Creative Planning: Large, nationally scaled RIA offering holistic financial planning, investment management, tax, and estate services to high-net-worth and affluent households. Comparable to Chatham in the integrated planning model and fiduciary, fee-only orientation, but vastly larger in scale ($200B+ AUM) and with deep technology and tax-prep capabilities.
Emerging players
- Carson Group: Advisor-focused platform providing business coaching, technology, and investment solutions to independent RIAs. Comparable not as a service competitor to clients but as a counterpart to the Belpointe platform arrangement — illustrates the consolidator model Chatham's structure resembles.
- Facet Wealth: Hybrid digital and human-advice RIA offering flat-fee financial planning and investment management targeted at mass-affluent households. Comparable on planning-centric, fiduciary positioning; competing for the same individual-investor segment with a tech-enabled lower-cost model.
Direct peers
- Belpointe Asset Management: The SEC-registered RIA platform through which Chatham Street Advisors offers investment advice. Directly comparable in that it provides fee-based investment advisory to individuals and small businesses through affiliated offices, with multi-state insurance distribution. Considered the closest structural peer because Chatham is operationally embedded in Belpointe's regulatory and service stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Chatham Street Advisors social profiles
Digital presenceChatham Street Advisors compliance and trust
Trust signalCompliance2 records
Chatham Street Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Chatham Street Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Chatham Street Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Chatham Street Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Chatham Street Advisors
What does Chatham Street Advisors do?
Chatham Street Advisors is a private investment advisory firm that provides personalized financial planning and investment advisory services to individuals, trusts, and small business owners. The firm offers coordinated services including individual account management (taxable accounts, IRAs, college savings, custodial accounts), comprehensive financial planning (taxes, retirement, wealth management, Medicaid, college savings), estate planning, tax preparation, and trust account management, delivered through SEC-registered Belpointe Asset Management with assets custodied at Charles Schwab.
Is Chatham Street Advisors a public or private company?
Chatham Street Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Chatham Street Advisors founded?
Chatham Street Advisors was founded in 2019. It employs 1 to 10 people.
Where is Chatham Street Advisors based?
Chatham Street Advisors is headquartered in Rome, United States, in the North America region.
How does Chatham Street Advisors make money?
One revenue line is on record: assets Under Management (AUM) Fee.
Who are Chatham Street Advisors's main competitors?
Broad incumbents on record are Fisher Investments, Cetera Financial Group, Edelman Financial Engines, Buckingham Strategic Wealth, Moneta Group, Northwestern Mutual and Creative Planning. Emerging players are Carson Group and Facet Wealth. Belpointe Asset Management is listed as a direct peer.
Does Chatham Street Advisors have an API?
No public API is recorded for Chatham Street Advisors.
What industry is Chatham Street Advisors in?
Chatham Street Advisors's product category is Investment Advisory & Financial Planning Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.