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 |
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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) |
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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 |
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CHIRON CAPITAL MANAGEMENT, LLC | CHIRON CAPITAL MANAGEMENT, LLC |
Principal Office
261 PINEWOOD DRIVETALLAHASSEE
FL
United States
Monday - Friday, 8AM TO 5PM
Tel: 850-775-1939, Fax: None
Websites
Chief Compliance Officer
CHRISTOPHER PLUMMER
CHIEF COMPLIANCE OFFICER
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR
United States
Tel:
610-871-1593
C****@**********M
(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
S****@**********M
(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
RAUM, Historic
No. Clients, Historic
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 | – |