Overview
Assets Under Management: $2.0 billion
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 206
Average Client Assets: $2 million
Frequently Asked Questions
CHICKASAW CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127398), CHICKASAW CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CHICKASAW CAPITAL MANAGEMENT, LLC is headquartered in MEMPHIS, TN.
CHICKASAW CAPITAL MANAGEMENT, LLC serves 206 high-net-worth clients according to their SEC filing dated April 16, 2024. View client details ↓
According to their SEC Form ADV, CHICKASAW CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CHICKASAW CAPITAL MANAGEMENT, LLC manages $2.0 billion in client assets according to their SEC filing dated April 16, 2024.
According to their SEC Form ADV, CHICKASAW CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 206
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 438
Discretionary Accounts: 438
Regulatory Filings
CRD Number: 127398
Last Filing Date: 2024-04-16 00:00:00
Website: https://chickasawcap.com