CHIRON CAPITAL MANAGEMENT, LLC

Adviser information for CHIRON CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 861 $223.7M
Non-Discretionary 0 $0
Total 861 $223.7M

Clients

Type Number RAUM
Individuals 594 $53.0M
HNW Individuals 258 $168.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $859,033
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $1.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 223.7M
Portfolio Manager to Program Sponsor
CHIRON CAPITAL MANAGEMENT, LLC CHIRON CAPITAL MANAGEMENT, LLC

Identifiers

SEC RIA File Number 801-119069
SEC ERA File Number 801-119069
SEC CIK Numbers 1830922
SEC CRD Numbers 308286
Legal Entity Identifier None

Principal Office

261 PINEWOOD DRIVE
TALLAHASSEE
FL
United States
Monday - Friday, 8AM TO 5PM
Tel: 850-775-1939, Fax: None

Chief Compliance Officer

CHRISTOPHER PLUMMER
CHIEF COMPLIANCE OFFICER
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel: 610-871-1593
(Full email address available in API data)

Regulatory Contact

STACY SIZEMORE
CHIEF COMPLIANCE OFFICER - TRU INDEPENDENCE
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel: 971-371-3450
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BRIENEN, JASON, PHILLIP Individual OWNER AND PRINCIPAL 06/2020 > 75%
PLUMMER, CHRISTOPHER, GEORGE Individual CHIEF COMPLIANCE OFFICER 08/2023 < 5%

No. Employees, Historic

10502020202120222023202420254 on 6/16/20204 on 8/14/20204 on 11/2/20204 on 3/17/20214 on 5/10/20214 on 6/23/20214 on 7/21/20214 on 7/21/20214 on 11/1/20214 on 3/4/20224 on 3/15/20225 on 5/2/20225 on 10/14/20225 on 12/2/20224 on 3/24/20234 on 8/23/20234 on 8/23/20234 on 11/2/20235 on 3/8/2024

RAUM, Historic

300M150M02020202120222023202420250 on 6/16/2020224119682 on 8/14/2020224119682 on 11/2/2020231155790 on 3/17/2021231155790 on 5/10/2021231155790 on 6/23/2021231155790 on 7/21/2021231155790 on 7/21/2021231155790 on 11/1/2021231155790 on 3/4/2022243869290 on 3/15/2022243869290 on 5/2/2022243869290 on 10/14/2022243869290 on 12/2/2022231852522 on 3/24/2023231852522 on 8/23/2023231852522 on 8/23/2023231852522 on 11/2/2023223711231 on 3/8/2024

No. Clients, Historic

1,00050002020202120222023202420250 on 6/16/2020934 on 8/14/2020934 on 11/2/2020939 on 3/17/2021939 on 5/10/2021939 on 6/23/2021939 on 7/21/2021939 on 7/21/2021939 on 11/1/2021939 on 3/4/2022941 on 3/15/2022941 on 5/2/2022941 on 10/14/2022941 on 12/2/2022906 on 3/24/2023906 on 8/23/2023906 on 8/23/2023906 on 11/2/2023858 on 3/8/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 450K 4K
AFLAC INC COM 2M 23K
AIR PRODS & CHEMS INC COM 439K 2K
ALBEMARLE CORP COM 1M 12K
ALIBABA GROUP HLDG LTD SPONSORED ADS 519K 7K
ALPHABET INC CAP STK CL A 317K 2K
AMAZON COM INC COM 615K 3K
AMERICAN ELEC PWR CO INC COM 509K 6K
APOLLO COML REAL EST FIN INC COM 244K 25K
APPLE INC COM 2M 9K
APTIV PLC SHS 232K 3K
ARK ETF TR INNOVATION ETF 366K 8K
AT&T INC COM 2M 81K
BANK AMERICA CORP COM 499K 13K
BANK MONTREAL QUE COM 528K 6K
BAXTER INTL INC COM 258K 8K
BECTON DICKINSON & CO COM 282K 1K
BERKSHIRE HATHAWAY INC DEL CL B NEW 320K 786
BLACKROCK INVT QUALITY MUN T COM 263K 22K
BOEING CO COM 300K 2K
BRISTOL-MYERS SQUIBB CO COM 19M 452K
CHARTER COMMUNICATIONS INC N CL A 331K 1K
CHEVRON CORP NEW COM 216K 1K
CITIGROUP INC COM NEW 1M 16K
CLOROX CO DEL COM 205K 2K
COCA COLA CO COM 283K 4K
COMCAST CORP NEW CL A 459K 12K
CONAGRA BRANDS INC COM 713K 25K
CORNING INC COM 210K 5K
CROWN CASTLE INC COM 1M 13K
CVS HEALTH CORP COM 2M 42K
DEVON ENERGY CORP NEW COM 275K 6K
DIAGEO PLC SPON ADR NEW 517K 4K
DISNEY WALT CO COM 771K 8K
DOLLAR GEN CORP NEW COM 1M 10K
DOMINION ENERGY INC COM 897K 18K
DOW INC COM 255K 5K
DUKE ENERGY CORP NEW COM NEW 785K 8K
DUPONT DE NEMOURS INC COM 523K 7K
EASTMAN CHEM CO COM 228K 2K
ENBRIDGE INC COM 748K 21K
ENERGY TRANSFER L P COM UT LTD PTN 2M 113K
ENTERPRISE PRODS PARTNERS L COM 2M 72K
EXXON MOBIL CORP COM 1M 11K
FIRST TR EXCH TRADED FD III FT VEST SMID 2M 74K
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 182K 11K
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 2M 76K
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 1M 19K
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 459K 10K
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 287K 6K
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 240K 6K
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 400K 16K
FMC CORP COM NEW 224K 4K
FORD MTR CO DEL COM 663K 53K
GENERAL MLS INC COM 349K 6K
GENERAL MTRS CO COM 460K 10K
GILEAD SCIENCES INC COM 3M 37K
GLOBAL PMTS INC COM 203K 2K
GOLDMAN SACHS GROUP INC COM 271K 600
HANESBRANDS INC COM 87K 18K
HOME DEPOT INC COM 759K 2K
HONEYWELL INTL INC COM 368K 2K
INTEL CORP COM 227K 7K
JOHNSON & JOHNSON COM 733K 5K
KELLANOVA COM 577K 10K
KENVUE INC COM 222K 12K
KIMBERLY-CLARK CORP COM 494K 4K
KRAFT HEINZ CO COM 1M 40K
LAUDER ESTEE COS INC CL A 1M 13K
MCDONALDS CORP COM 2M 6K
MCKESSON CORP COM 373K 639
MEDTRONIC PLC SHS 2M 21K
MERCK & CO INC COM 334K 3K
META PLATFORMS INC CL A 434K 860
MICROSOFT CORP COM 1M 2K
MONROE CAP CORP COM 250K 33K
NEWMONT CORP COM 507K 12K
NEXTERA ENERGY INC COM 709K 10K
NIKE INC CL B 2M 28K
NORTHROP GRUMMAN CORP COM 306K 701
PARAMOUNT GLOBAL CLASS B COM 681K 65K
PAYCOM SOFTWARE INC COM 300K 2K
PAYPAL HLDGS INC COM 799K 14K
PEPSICO INC COM 359K 2K
PFIZER INC COM 2M 70K
PHILLIPS 66 COM 295K 2K
PRECIGEN INC COM 44K 28K
PROCTER AND GAMBLE CO COM 569K 3K
RAYMOND JAMES FINL INC COM 1M 9K
REALTY INCOME CORP COM 956K 18K
RINGCENTRAL INC CL A 465K 17K
ROBLOX CORP CL A 537K 14K
RTX CORPORATION COM 734K 7K
SELECTIVE INS GROUP INC COM 281K 3K
SHERWIN WILLIAMS CO COM 1M 4K
SILVERCREST METALS INC COM 83K 10K
SKYWORKS SOLUTIONS INC COM 216K 2K
SOUTHWEST AIRLS CO COM 589K 21K
SPDR SER TR S&P BIOTECH 8M 91K
STARBUCKS CORP COM 2M 20K
TC ENERGY CORP COM 341K 9K
TELADOC HEALTH INC COM 613K 63K
TESLA INC COM 434K 2K
TORONTO DOMINION BK ONT COM NEW 720K 13K
TRUIST FINL CORP COM 404K 10K
UNILEVER PLC SPON ADR NEW 1M 19K
VANGUARD INDEX FDS S&P 500 ETF SHS 742K 1K
VERIZON COMMUNICATIONS INC COM 481K 12K
VIATRIS INC COM 214K 20K
WALGREENS BOOTS ALLIANCE INC COM 525K 43K
WARNER BROS DISCOVERY INC COM SER A 744K 100K
WELLS FARGO CO NEW COM 731K 12K
ZIMMER BIOMET HOLDINGS INC COM 265K 2K