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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CHILTON CAPITAL MANAGEMENT LLC

CRD 104592

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10d56271-11c1-d6a5-4227-5dfa04a940b2

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 9
On other graphs: 0
Observed: Mar 30, 2012 to Mar 16, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.81 fund_share=0.01 institutional_share=0.04 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $3.2BItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.2B
Private client RAUM: $2.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $216Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 27
Advisory employees: 17
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,166
Individual clients: 453
High net worth clients: 455
Custody, client assets: $3.2B
SEC number: 801-51061
CIK: 1056859
CRD: 104592
Filings on the tape: 42
First filed: Mar 30, 2012
Latest filed: Mar 16, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAURA LEMAN GENUNG	n/a	HOUSTON, TX	20	21	1	no
TIMOTHY JORIS LOOTENS	n/a	HOUSTON, TX	18	21	1	no
DAVID MILTON UNDERWOOD JR.	n/a	HOUSTON, TX	18	25	1	no
SEAN MICHAEL NIMMO	n/a	HOUSTON, TX	15	21	3	yes
BRUCE GEORGE GARRISON	Chartered Financial Analyst	HOUSTON, TX	15	44	2	no
MATTHEW ROBERT WERNER	Chartered Financial Analyst	HOUSTON, TX	15	15	1	no
MICHAEL JOSEPH STAVAR	n/a	HOUSTON, TX	15	24	2	no
Kurt Francis Cooperrider	n/a	HOUSTON, TX	9	13	n/a	no
BRANDON J FRANK	n/a	HOUSTON, TX	9	25	1	no
BRADLEY JOHN EIXMANN	Chartered Financial Analyst	HOUSTON, TX	9	12	1	no
BURTON JAMES WILLINGHAM	n/a	HOUSTON, TX	8	31	2	no
FRANK MCREYNOLDS WOZENCRAFT	Chartered Financial Analyst	HOUSTON, TX	8	32	2	no
Jennifer Rebecca Marshall	n/a	HOUSTON, TX	3	26	n/a	no
ZACHARY EDWARD GOODROW	n/a	HOUSTON, TX	1	10	n/a	no
Gabriel Hagstrom Carbone	n/a	HOUSTON, TX	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EIXMANN, BRADLEY, JOHN	CHIEF INVESTMENT OFFICER AND SENIOR PORTFOLIO MANAGER	Na	yes	06/2019	Mar 16, 2026	Mar 16, 2026
FRANK, BRANDON, J	CHIEF FINANCIAL OFFICER	Na	yes	09/2021	Mar 16, 2026	Mar 16, 2026
GENUNG, LAURA, LEMAN	MEMBER OF THE BOARD OF MANAGERS AND PRESIDENT	Na	yes	05/2020	Mar 16, 2026	Mar 16, 2026
KNAPP BROTHERS, LLC	Member	D	yes	01/1998	Mar 16, 2026	Mar 16, 2026
LOOTENS, TIMOTHY, JORIS	MEMBER OF THE BOARD OF MANAGERS, MANGING DIRECTOR AND SECRETARY	Na	yes	05/2020	Mar 16, 2026	Mar 16, 2026
ROBERTSON, JOHN, EDWARD	MEMBER OF THE BOARD OF MANAGERS, MANGING DIRECTOR AND OFFICER	Na	yes	05/2020	Mar 16, 2026	Mar 16, 2026
ST. PAUL, ARMAND, CHRIST	CHIEF COMPLIANCE OFFICER	Na	yes	02/2017	Mar 16, 2026	Mar 16, 2026
UNDERWOOD JR., DAVID, MILTON	CHAIRMAN OF THE BOARD OF MANAGERS AND CHIEF EXECUTIVE OFFICER	B	yes	01/2017	Mar 16, 2026	Mar 16, 2026
KNAPP, ALFRED, JOHN	Member	C	yes	01/1998	Mar 30, 2012	Mar 28, 2024
UNDERWOOD JR., DAVID, MILTON	Member	D	yes	01/1998	Mar 30, 2012	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHILTON CAPITAL MANAGEMENT TRUST COMPANY	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$3.2B	$3.2B	27	17	1	n/a	n/a
2024	Mar 31, 2025	$2.7B	$2.7B	32	20	1	n/a	n/a
2023	Mar 28, 2024	$2.2B	$2.2B	28	19	1	n/a	n/a
2022	Mar 31, 2023	$1.8B	$1.8B	26	21	1	n/a	n/a
2021	Mar 31, 2022	$2.2B	$2.2B	26	22	1	n/a	n/a
2020	Mar 31, 2021	$1.7B	$1.7B	26	21	1	n/a	n/a
2019	Mar 27, 2020	$1.6B	$1.6B	23	23	1	n/a	n/a
2018	Mar 30, 2019	$1.4B	$1.4B	23	23	1	n/a	n/a
2017	Mar 29, 2018	$1.3B	$1.3B	27	27	1	n/a	n/a
2016	Mar 2, 2017	$1.2B	$1.2B	25	25	n/a	n/a	n/a
2015	Mar 29, 2016	$1.2B	$1.2B	29	29	n/a	n/a	n/a
2014	Mar 26, 2015	$1.3B	$1.3B	33	28	n/a	n/a	n/a
2013	Mar 31, 2014	$1.2B	$1.2B	27	21	n/a	n/a	n/a
2012	Mar 28, 2013	$991M	$986M	27	21	n/a	n/a	n/a
2011	Mar 30, 2012	$724M	$721M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.2B	$2.7B	21.3%	$1.8B	20.9%	27	32	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TEXAN CAPITAL	2	Mar 29, 2018	Aug 17, 2018	HOUSTON, TX	Team lift out	Other	100.0%
GCI INVESTORS	2	Oct 18, 2017	Jun 14, 2017	HOUSTON, TX	Team lift out	Other	100.0%

Relationships

Registered with (20)

← Gabriel Hagstrom CarboneAdvisorregistration: current employment
Feb 8, 2026 to presentfactForm ADV
← ZACHARY EDWARD GOODROWAdvisorregistration: current employment
Jun 30, 2025 to presentfactForm ADV
← Jennifer Rebecca MarshallAdvisorregistration: current employment
Jun 8, 2023 to presentfactForm ADV
← FRANK MCREYNOLDS WOZENCRAFTAdvisorregistration: current employment
Aug 17, 2018 to presentfactForm ADV
← BURTON JAMES WILLINGHAMAdvisorregistration: current employment
May 24, 2018 to presentfactForm ADV
← BRANDON J FRANKAdvisorregistration: current employment
Jun 14, 2017 to presentfactForm ADV
← BRADLEY JOHN EIXMANNAdvisorregistration: current employment
Jun 14, 2017 to presentfactForm ADV
← Kurt Francis CooperriderAdvisorregistration: current employment
Oct 31, 2016 to presentfactForm ADV
← MICHAEL JOSEPH STAVARAdvisorregistration: current employment
Aug 22, 2011 to presentfactForm ADV
← MATTHEW ROBERT WERNERAdvisorregistration: current employment
Aug 1, 2011 to presentfactForm ADV
← BRUCE GEORGE GARRISONAdvisorregistration: current employment
Jul 6, 2011 to presentfactForm ADV
← SEAN MICHAEL NIMMOAdvisorregistration: current employment
Jun 28, 2011 to presentfactForm ADV
← DAVID MILTON UNDERWOOD JR.Advisorregistration: current employment
Apr 30, 2008 to presentfactForm ADV
← TIMOTHY JORIS LOOTENSAdvisorregistration: current employment
Oct 4, 2007 to presentfactForm ADV
← LAURA LEMAN GENUNGAdvisorregistration: current employment
Aug 2, 2006 to presentfactForm ADV
← THERESE-MARIE CASEMENTAdvisorregistration: previous registration
Feb 20, 2025 to Jun 18, 2025factForm ADV
← MICHAEL EUGENE ROMEAdvisorregistration: previous registration
Dec 20, 2016 to Nov 6, 2020factForm ADV
← CHRISTOPHER LYKES KNAPPAdvisorregistration: previous registration
Feb 11, 2003 to Nov 14, 2016factForm ADV
← ANNELISE BOVETAdvisorregistration: previous registration
Oct 2, 2015 to Nov 14, 2016factForm ADV
← Kimberly J LatimerAdvisorregistration: previous registration
Jan 15, 2007 to Dec 14, 2009factForm ADV

Affiliated with (1)

← CHILTON CAPITAL MANAGEMENT ADVISORS INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (9)

← ST. PAUL, ARMAND, CHRISTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 15, 2013 to Mar 28, 2024factForm ADV
← UNDERWOOD JR., DAVID, MILTONOwnerMEMBER, ownership code D, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← KNAPP, ALFRED, JOHNOwnerMEMBER, ownership code C, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← FRANK, BRANDON, JOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 31, 2022 to Mar 28, 2024factForm ADV
← EIXMANN, BRADLEY, JOHNOwnerCHIEF INVESTMENT OFFICER AND SENIOR PORTFOLIO MANAGER, ownership code NA, individual
Jul 17, 2019 to Mar 28, 2024factForm ADV
← ROBERTSON, JOHN, EDWARDOwnerMEMBER OF THE BOARD OF MANAGERS, MANGING DIRECTOR AND OFFICER, ownership code NA, individual
Jun 15, 2020 to Mar 28, 2024factForm ADV
← LOOTENS, TIMOTHY, JORISOwnerMEMBER OF THE BOARD OF MANAGERS, MANGING DIRECTOR AND SECRETARY, ownership code NA, individual
Jun 15, 2020 to Mar 28, 2024factForm ADV
← GENUNG, LAURA, LEMANOwnerMEMBER OF THE BOARD OF MANAGERS AND PRESIDENT, ownership code NA, individual
Jun 15, 2020 to Mar 28, 2024factForm ADV
← KNAPP BROTHERS, LLCOwnerMEMBER, ownership code D, domestic entity
Mar 30, 2012 to Mar 28, 2024factForm ADV

Moved with (2)

← TEXAN CAPITALRegistered adviser2 advisors, team lift out, same day
Mar 29, 2018 to Aug 17, 2018factForm ADV
← GCI INVESTORSRegistered adviser2 advisors, team lift out, same day
Oct 18, 2017 to Jun 14, 2017factForm ADV

Dated events

Occurred
Jun 18, 2025
Advisor changed firm
Therese-Marie Casement left Chilton Capital Management Llc for Devon Investment Advisory (registered 2025-06-20)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Control person joined
J Brandon Frank (Chief Financial Officer) appeared on Schedule A of Chilton Capital Management Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
Randall Russell Grace (Portfolio Manager And Member Of The Board Of Managers) no longer on Schedule A of Chilton Capital Management Llc (listed 2020-08-12, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Jun 15, 2020
Control person left
Eugene Michael Rome (Chief Executive Officer And Member Of The Board Of Managers) no longer on Schedule A of Chilton Capital Management Llc (listed 2020-03-27, absent 2020-06-15)
Form ADVobserved 6 days ago
Occurred
Jun 15, 2020
Control person joined
Leman Laura Genung (Wealth Advisor And Member Of The Board Of Managers) appeared on Schedule A of Chilton Capital Management Llc
Form ADVobserved 6 days ago
Occurred
Jun 15, 2020
Control person joined
Joris Timothy Lootens (Wealth Advisor And Member Of The Board Of Managers) appeared on Schedule A of Chilton Capital Management Llc
Form ADVobserved 6 days ago
Occurred
Jun 15, 2020
Control person joined
Edward John Robertson (Wealth Advisor And Member Of The Board Of Managers) appeared on Schedule A of Chilton Capital Management Llc
Form ADVobserved 6 days ago
Occurred
Jul 17, 2019
Control person joined
John Bradley Eixmann (Chief Investment Officer) appeared on Schedule A of Chilton Capital Management Llc
Form ADVobserved 6 days ago
Occurred
Jul 17, 2019
Control person left
Robert Douglas Wynkoop (Chief Investment Officer) no longer on Schedule A of Chilton Capital Management Llc (listed 2019-03-30, absent 2019-07-17)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10d56271-11c1-d6a5-4227-5dfa04a940b2
First observed: Mar 30, 2012
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHILTON CAPITAL MANAGEMENT LLC

CRD 104592

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10d56271-11c1-d6a5-4227-5dfa04a940b2

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAURA LEMAN GENUNG

n/a

HOUSTON, TX

TIMOTHY JORIS LOOTENS

n/a

HOUSTON, TX

DAVID MILTON UNDERWOOD JR.

n/a

HOUSTON, TX

SEAN MICHAEL NIMMO

n/a

HOUSTON, TX

yes

BRUCE GEORGE GARRISON

Chartered Financial Analyst

HOUSTON, TX

MATTHEW ROBERT WERNER

Chartered Financial Analyst

HOUSTON, TX

MICHAEL JOSEPH STAVAR

n/a

HOUSTON, TX

Kurt Francis Cooperrider

n/a

HOUSTON, TX

n/a

BRANDON J FRANK

n/a

HOUSTON, TX

BRADLEY JOHN EIXMANN

Chartered Financial Analyst

HOUSTON, TX

BURTON JAMES WILLINGHAM

n/a

HOUSTON, TX

FRANK MCREYNOLDS WOZENCRAFT

Chartered Financial Analyst

HOUSTON, TX

Jennifer Rebecca Marshall

n/a

HOUSTON, TX

n/a

ZACHARY EDWARD GOODROW

n/a

HOUSTON, TX

n/a

Gabriel Hagstrom Carbone

n/a

HOUSTON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EIXMANN, BRADLEY, JOHN

CHIEF INVESTMENT OFFICER AND SENIOR PORTFOLIO MANAGER

yes

06/2019

Mar 16, 2026

FRANK, BRANDON, J

CHIEF FINANCIAL OFFICER

yes

09/2021

Mar 16, 2026

GENUNG, LAURA, LEMAN

MEMBER OF THE BOARD OF MANAGERS AND PRESIDENT

yes

05/2020

Mar 16, 2026

KNAPP BROTHERS, LLC

Member

yes

01/1998

Mar 16, 2026

LOOTENS, TIMOTHY, JORIS

MEMBER OF THE BOARD OF MANAGERS, MANGING DIRECTOR AND SECRETARY

yes

05/2020

Mar 16, 2026

ROBERTSON, JOHN, EDWARD

MEMBER OF THE BOARD OF MANAGERS, MANGING DIRECTOR AND OFFICER

yes

05/2020

Mar 16, 2026

ST. PAUL, ARMAND, CHRIST

CHIEF COMPLIANCE OFFICER

yes

02/2017

Mar 16, 2026

UNDERWOOD JR., DAVID, MILTON

CHAIRMAN OF THE BOARD OF MANAGERS AND CHIEF EXECUTIVE OFFICER

yes

01/2017

Mar 16, 2026

KNAPP, ALFRED, JOHN

Member

yes

01/1998

Mar 30, 2012

Mar 28, 2024

UNDERWOOD JR., DAVID, MILTON

Member

yes

01/1998

Mar 30, 2012

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHILTON CAPITAL MANAGEMENT TRUST COMPANY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$3.2B

n/a

2024

Mar 31, 2025

$2.7B

n/a

2023

Mar 28, 2024

$2.2B

n/a

2022

Mar 31, 2023

$1.8B

n/a

2021

Mar 31, 2022

$2.2B

n/a

2020

Mar 31, 2021

$1.7B

n/a

2019

Mar 27, 2020

$1.6B

n/a

2018

Mar 30, 2019

$1.4B

n/a

2017

Mar 29, 2018

$1.3B

n/a

2016

Mar 2, 2017

$1.2B

n/a

2015

Mar 29, 2016

$1.2B

n/a

2014

Mar 26, 2015

$1.3B

n/a

2013

Mar 31, 2014

$1.2B

n/a

2012

Mar 28, 2013

$991M

$986M

n/a

2011

Mar 30, 2012

$724M

$721M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.2B

$2.7B

21.3%

$1.8B

20.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TEXAN CAPITAL

Mar 29, 2018

Aug 17, 2018

HOUSTON, TX

Team lift out

Other

100.0%

GCI INVESTORS

Oct 18, 2017

Jun 14, 2017

HOUSTON, TX

Team lift out

Other

100.0%