DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••• C•••••• G•••• I••
Latest filing May 19, 2026
First filing on the tape Mar 27, 2012 · 21 filings
SEC status approved since Jun 12, 1996
RAUM
$878M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
86%
$759M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$878M as of May 19, 2026
Mar 27, 2012$238M then
HNW client RAUM$715M as of May 19, 2026
Mar 29, 2018$366M then
State-registered IARs (5.B.3)0 as of May 19, 2026
Feb 22, 20130 then
Employees (5.A)9 as of May 19, 2026
Feb 22, 20138 then
Private funds2 as of May 19, 2026
Mar 27, 20126 then
RAUM +12% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 19, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.4MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 7.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.8%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $228M, 68 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$715M81%
- State and municipal entities$47.9M5.5%
- Pooled investment vehicles$46.3M5.3%
- Individuals$43.6M5.0%
- Charitable organizations$19.3M2.2%
- Corporations and businesses$3.9M0.4%
- Pension and profit-sharing plans$2.1M0.2%
- Individual clients
- 78reported
- HNW clients
- 161reported
- Pension plan clients
- n/areported
- Charitable clients
- 9reported
- Accounts
- 661reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $228M for 68 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.86 fund_share=0.05 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- H•••• O••••••• Y•••••• to O•• A•••••••• L••Dec 14, 2018 · Other
Joined, latest
- H•••• O••••••• Y•••••• from B••• A••••• • C•• I•••Feb 11, 2016 · Other
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• S•••• C•• P••••••••• I• L• | Other Private Fund | $39.5M | 43 | Mar 27, 2012 |
| C•••••• S•••• C•• I••••••••• G•••• T•••• | Other Private Fund | $10.0M | 13 | Mar 27, 2012 |
| C•••••• B••••••• I••••••••• G•••• T••••no longer reported | Other Private Fund | $4.2M | 23 | Mar 27, 2012 |
| C•••••• D••••••••• E••••• O••••••••• P••••••••• L•no longer reported | Other Private Fund | $3.0M | 17 | Mar 27, 2012 |
| C•••••• B••••••• P••••••••• L•no longer reported | Other Private Fund | $2.0M | 10 | Mar 27, 2012 |
| C•••••• D••••••••• E••••• O••••••••• G•••• T••••no longer reported | Other Private Fund | $1.2M | 18 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••• J••••• G••• · Principalcontrolsince 07/2014 · owns 10% to 25%
- F••••••• B••••• D••••• · Principalcontrolsince 05/1996 · owns less than 5%
- F••••••• W••••••• J•••••• · Secretarycontrolsince 12/2003 · owns 10% to 25%
- M•••••• F••••••••• L••••••• · Principalcontrolsince 05/1996 · owns less than 5%
- M•••••• F••••••••• R••••••• · Ceo, Chief Compliance Officercontrolsince 12/2003 · owns 25% to 50%
- P•••••• P•••••• B••••••• · Chairmancontrolsince 12/2003 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Hilton Head Island, SC1 employees
What changed
consecutive filings, newest first
- Accounts · 643 to 661Apr 28, 2025 to Mar 31, 2026
- Advisory employees · 4 to 5Apr 28, 2025 to Mar 31, 2026
- HNW clients · 157 to 161Apr 28, 2025 to Mar 31, 2026
- Individual clients · 69 to 78Apr 28, 2025 to Mar 31, 2026
- Assets in custody · $228M to $228MApr 28, 2025 to Mar 31, 2026
- Employees · 7 to 9Apr 28, 2025 to Mar 31, 2026
- Financial planning clients · 101-250 to 251-500Apr 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $781M to $878MApr 28, 2025 to Mar 31, 2026
- HNW RAUM · $622M to $715MApr 28, 2025 to Mar 31, 2026
- Individual RAUM · $39.3M to $43.6MApr 28, 2025 to Mar 31, 2026
- Pension RAUM · $1.8M to $2.1MApr 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $54.1M to $46.3MApr 28, 2025 to Mar 31, 2026
- RAUM · $781M to $878MApr 28, 2025 to Mar 31, 2026
- Accounts · 625 to 643Mar 28, 2024 to Apr 28, 2025
- Advisory employees · 6 to 4Mar 28, 2024 to Apr 28, 2025
- Charity clients · 8 to 9Mar 28, 2024 to Apr 28, 2025
- HNW clients · 154 to 157Mar 28, 2024 to Apr 28, 2025
- Individual clients · 67 to 69Mar 28, 2024 to Apr 28, 2025
- Assets in custody · $207M to $228MMar 28, 2024 to Apr 28, 2025
- Employees · 9 to 7Mar 28, 2024 to Apr 28, 2025
- Financial planning clients · 101-250 to 101-250Mar 28, 2024 to Apr 28, 2025
- Discretionary RAUM · $658M to $781MMar 28, 2024 to Apr 28, 2025
- HNW RAUM · $528M to $622MMar 28, 2024 to Apr 28, 2025
- Individual RAUM · $33.3M to $39.3MMar 28, 2024 to Apr 28, 2025
- Pension RAUM · $1.4M to $1.8MMar 28, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $49.5M to $54.1MMar 28, 2024 to Apr 28, 2025
- RAUM · $658M to $781MMar 28, 2024 to Apr 28, 2025
- Accounts · 586 to 625May 15, 2023 to Mar 28, 2024
- HNW clients · 153 to 154May 15, 2023 to Mar 28, 2024
- Assets in custody · $160M to $207MMay 15, 2023 to Mar 28, 2024
- State-registered IARs · 2 to 0May 15, 2023 to Mar 28, 2024
- Discretionary RAUM · $568M to $658MMay 15, 2023 to Mar 28, 2024
- HNW RAUM · $453M to $528MMay 15, 2023 to Mar 28, 2024
- Individual RAUM · $25.8M to $33.3MMay 15, 2023 to Mar 28, 2024
- Pension RAUM · $1.1M to $1.4MMay 15, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $43.6M to $49.5MMay 15, 2023 to Mar 28, 2024
- RAUM · $568M to $658MMay 15, 2023 to Mar 28, 2024
- Accounts · 543 to 586Mar 28, 2022 to Mar 31, 2023
- HNW clients · 144 to 153Mar 28, 2022 to Mar 31, 2023
- Individual clients · 66 to 67Mar 28, 2022 to Mar 31, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- C•••••• C•••••• G•••• I•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Business phone
- 843-785-2233reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 912-691-2320reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/chatham-capital-group-inc.reportedpublic record, Form ADV, Sep 18, 2026
- Website
- C••••••CAPITALGROUP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 912-691-2320reportedpublic record, Form ADV, May 19, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026