CHATHAM CAPITAL GROUP INC
Adviser information for CHATHAM CAPITAL GROUP INC last updated from Form ADV on March 28th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 6 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 625 | $658.2M |
| Non-Discretionary | 0 | $0 |
| Total | 625 | $658.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 67 | $33.3M |
| HNW Individuals | 154 | $528.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $49.5M |
| Pension and profit sharing plans | <5 | $1.4M |
| Charitable organizations | 8 | $14.9M |
| State or municipal gov entities | <5 | $28.6M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly charges |
Principal Office
6602 ABERCORN STREETSUITE 100
SAVANNAH
GA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 912-691-2320, Fax: 912-691-0991
Chief Compliance Officer
FREDERICK R. MULLER
CEO, PRESIDENT, PRINCIPAL, PORTFOLIO MANAGER
6602 ABERCORN STREET
SUITE 100
SAVANNAH
GA
United States
Tel:
912-691-2320
Fax:
912-691-0991
R**********@**********************M
(Full email address available in API data)
Regulatory Contact
RHONDA C. CONWAY
ASSISTANT COMPLIANCE OFFICER
6602 ABERCORN STREET
SUITE 100
SAVANNAH
GA
United States
Tel:
912-691-2320
Fax:
912-691-0991
R************@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CHATHAM SMALL CAP INVESTMENT GROUP TRUST | LONG ONLY SMALL CAP EQUITY FUND | $10.0M | $0.1M | 13 |
| CHATHAM SMALL CAP PARTNERSHIP I, LP | LONG ONLY SMALL CAP EQUITY FUND | $39.5M | $0.1M | 43 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MULLER, FREDERICK, LAWRENCE | Individual | – | PRINCIPAL | 05/1996 | < 5% |
| FIELITZ, BRUCE, DONALD | Individual | – | PRINCIPAL | 05/1996 | < 5% |
| PALMER, PHILIP, BRADFORD | Individual | – | CHAIRMAN | 12/2003 | 25-50% |
| MULLER, FREDERICK, REYNOLDS | Individual | – | CEO, CHIEF COMPLIANCE OFFICER | 12/2003 | 25-50% |
| FIELITZ, WILLIAM, JENKINS | Individual | – | SECRETARY | 12/2003 | 10-25% |
| ALLEN, JASON, GARY | Individual | – | PRINCIPAL | 07/2014 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AAON INC | COM PAR $0.004 | 6M | 66K | – |
| ABBOTT LABS | COM | 898K | 9K | – |
| ABBVIE INC | COM | 6M | 32K | – |
| ADDUS HOMECARE CORP | COM | 3M | 22K | – |
| AFLAC INC | COM | 247K | 3K | – |
| AIR PRODS & CHEMS INC | COM | 2M | 9K | – |
| ALLIANT ENERGY CORP | COM | 715K | 14K | – |
| ALPHABET INC | CAP STK CL A | 1M | 6K | – |
| ALPHABET INC | CAP STK CL C | 10M | 55K | – |
| AMAZON COM INC | COM | 1M | 6K | – |
| AMERICAN EXPRESS CO | COM | 6M | 25K | – |
| AMGEN INC | COM | 475K | 2K | – |
| APPLE INC | COM | 17M | 83K | – |
| APPLIED MATLS INC | COM | 3M | 13K | – |
| ASGN INC | COM | 3M | 40K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 263K | 1K | – |
| BANK AMERICA CORP | COM | 388K | 10K | – |
| BOEING CO | COM | 537K | 3K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 897K | 22K | – |
| BROADCOM INC | COM | 1M | 656 | – |
| CACI INTL INC | CL A | 5M | 12K | – |
| CATERPILLAR INC | COM | 232K | 696 | – |
| CBIZ INC | COM | 4M | 51K | – |
| CHEVRON CORP NEW | COM | 465K | 3K | – |
| CISCO SYS INC | COM | 7M | 157K | – |
| CMS ENERGY CORP | COM | 282K | 5K | – |
| COCA COLA CO | COM | 4M | 61K | – |
| COLGATE PALMOLIVE CO | COM | 210K | 2K | – |
| COMCAST CORP NEW | CL A | 1M | 26K | – |
| COMMUNITY TR BANCORP INC | COM | 232K | 5K | – |
| CONOCOPHILLIPS | COM | 1M | 12K | – |
| CONSTELLATION BRANDS INC | CL A | 208K | 810 | – |
| COPART INC | COM | 919K | 17K | – |
| CORVEL CORP | COM | 5M | 20K | – |
| COSTAR GROUP INC | COM | 366K | 5K | – |
| COSTCO WHSL CORP NEW | COM | 1M | 2K | – |
| CRA INTL INC | COM | 2M | 14K | – |
| CSG SYS INTL INC | COM | 2M | 47K | – |
| CSX CORP | COM | 1M | 36K | – |
| DISNEY WALT CO | COM | 685K | 7K | – |
| ELECTRONIC ARTS INC | COM | 354K | 3K | – |
| ELI LILLY & CO | COM | 8M | 9K | – |
| EMERSON ELEC CO | COM | 212K | 2K | – |
| ENCORE WIRE CORP | COM | 5M | 17K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 2M | 73K | – |
| EOG RES INC | COM | 1M | 9K | – |
| EPLUS INC | COM | 3M | 43K | – |
| EQT CORP | COM | 1M | 27K | – |
| EVERSOURCE ENERGY | COM | 521K | 9K | – |
| EXXON MOBIL CORP | COM | 2M | 18K | – |
| FEDEX CORP | COM | 552K | 2K | – |
| FIRST BANCORP N C | COM | 2M | 77K | – |
| FRANKLIN RESOURCES INC | COM | 5M | 243K | – |
| FULLER H B CO | COM | 3M | 33K | – |
| GE AEROSPACE | COM NEW | 4M | 24K | – |
| GE VERNOVA INC | COM | 5M | 26K | – |
| GENTHERM INC | COM | 2M | 46K | – |
| GERMAN AMERN BANCORP INC | COM | 2M | 50K | – |
| GETTY RLTY CORP NEW | COM | 2M | 59K | – |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 517K | 5K | – |
| GOLDMAN SACHS GROUP INC | COM | 745K | 2K | – |
| HALLIBURTON CO | COM | 342K | 10K | – |
| HOME DEPOT INC | COM | 5M | 14K | – |
| HONEYWELL INTL INC | COM | 3M | 15K | – |
| INSIGHT ENTERPRISES INC | COM | 6M | 28K | – |
| INTEL CORP | COM | 333K | 11K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 6M | 44K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 444K | 3K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 290K | 15K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 9M | 461K | – |
| INVESCO QQQ TR | UNIT SER 1 | 11M | 23K | – |
| ISHARES GOLD TR | ISHARES NEW | 18M | 399K | – |
| ISHARES TR | CORE HIGH DV ETF | 4M | 37K | – |
| ISHARES TR | CORE MSCI TOTAL | 2M | 28K | – |
| ISHARES TR | CORE S&P MCP ETF | 848K | 14K | – |
| ISHARES TR | CORE S&P500 ETF | 716K | 1K | – |
| ISHARES TR | EXPANDED TECH | 506K | 6K | – |
| ISHARES TR | FLTG RATE NT ETF | 6M | 125K | – |
| ISHARES TR | IBONDS 24 TRM TS | 2M | 70K | – |
| ISHARES TR | IBONDS 27 TRM TS | 10M | 457K | – |
| ISHARES TR | INTL DIV GRWTH | 301K | 4K | – |
| ISHARES TR | INTRM GOV CR ETF | 3M | 30K | – |
| ISHARES TR | MSCI INDIA ETF | 389K | 7K | – |
| ISHARES TR | NATIONAL MUN ETF | 790K | 7K | – |
| ISHARES TR | PFD AND INCM SEC | 1M | 44K | – |
| ISHARES TR | RUS 1000 ETF | 404K | 1K | – |
| ISHARES TR | RUS 2000 GRW ETF | 1M | 5K | – |
| ISHARES TR | RUS 2000 VAL ETF | 253K | 2K | – |
| ISHARES TR | RUSSELL 2000 ETF | 2M | 9K | – |
| ISHARES TR | SELECT DIVID ETF | 1M | 8K | – |
| ISHARES TR | SHRT NAT MUN ETF | 907K | 9K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 10M | 201K | – |
| JOHNSON & JOHNSON | COM | 8M | 52K | – |
| JPMORGAN CHASE & CO. | COM | 3M | 16K | – |
| KNIGHTSCOPE INC | CLASS A COM | 15K | 50K | – |
| LA Z BOY INC | COM | 3M | 74K | – |
| LABCORP HOLDINGS INC | COM SHS | 252K | 1K | – |
| LEMAITRE VASCULAR INC | COM | 4M | 50K | – |
| LIVE OAK BANCSHARES INC | COM | 2M | 44K | – |
| LOCKHEED MARTIN CORP | COM | 656K | 1K | – |
| LOWES COS INC | COM | 6M | 25K | – |
| MARATHON PETE CORP | COM | 360K | 2K | – |
| MARSH & MCLENNAN COS INC | COM | 2M | 10K | – |
| MASTERCARD INCORPORATED | CL A | 2M | 6K | – |
| MATERION CORP | COM | 2M | 20K | – |
| MATSON INC | COM | 5M | 38K | – |
| MAXIMUS INC | COM | 3M | 35K | – |
| MCDONALDS CORP | COM | 7M | 28K | – |
| MCGRATH RENTCORP | COM | 3M | 26K | – |
| MERCK & CO INC | COM | 5M | 44K | – |
| META PLATFORMS INC | CL A | 3M | 6K | – |
| MICROSOFT CORP | COM | 14M | 31K | – |
| MORGAN STANLEY | COM NEW | 2M | 19K | – |
| MYR GROUP INC DEL | COM | 1M | 8K | – |
| NEXTERA ENERGY INC | COM | 1M | 17K | – |
| NIKE INC | CL B | 2M | 33K | – |
| NVIDIA CORPORATION | COM | 27M | 221K | – |
| OMNICOM GROUP INC | COM | 2M | 25K | – |
| ONEOK INC NEW | COM | 376K | 5K | – |
| ORACLE CORP | COM | 5M | 34K | – |
| OSI SYSTEMS INC | COM | 2M | 16K | – |
| PEPSICO INC | COM | 4M | 22K | – |
| PFIZER INC | COM | 821K | 29K | – |
| PHILLIPS 66 | COM | 5M | 34K | – |
| PROCTER AND GAMBLE CO | COM | 6M | 39K | – |
| PUBLIC STORAGE OPER CO | COM | 3M | 11K | – |
| QUAKER HOUGHTON | COM | 2M | 11K | – |
| QUALCOMM INC | COM | 5M | 26K | – |
| RESMED INC | COM | 239K | 1K | – |
| RLI CORP | COM | 2M | 13K | – |
| ROCKWELL AUTOMATION INC | COM | 494K | 2K | – |
| RTX CORPORATION | COM | 313K | 3K | – |
| S&P GLOBAL INC | COM | 2M | 5K | – |
| SCHWAB CHARLES CORP | COM | 3M | 45K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 395K | 10K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1M | 21K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 395K | 8K | – |
| SELECT SECTOR SPDR TR | INDL | 242K | 2K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1M | 9K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 339K | 2K | – |
| SHELL PLC | SPON ADS | 328K | 5K | – |
| SHERWIN WILLIAMS CO | COM | 1M | 4K | – |
| SIMULATIONS PLUS INC | COM | 2M | 35K | – |
| SJW GROUP | COM | 1M | 27K | – |
| SOUTHERN CO | COM | 1M | 14K | – |
| SPDR GOLD TR | GOLD SHS | 437K | 2K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 9M | 17K | – |
| SPDR SER TR | BLOOMBERG INVT | 309K | 10K | – |
| SPDR SER TR | ICE PFD SEC ETF | 295K | 9K | – |
| SPDR SER TR | NUVEEN BLMBRG SH | 6M | 122K | – |
| SPDR SER TR | NYSE TECH ETF | 225K | 1K | – |
| SPDR SER TR | S&P BIOTECH | 577K | 6K | – |
| SPDR SER TR | S&P SEMICNDCTR | 2M | 6K | – |
| STOCK YDS BANCORP INC | COM | 2M | 47K | – |
| STONEX GROUP INC | COM | 2M | 27K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 228K | 1K | – |
| TEXAS ROADHOUSE INC | COM | 4M | 23K | – |
| THE CIGNA GROUP | COM | 403K | 1K | – |
| TJX COS INC NEW | COM | 2M | 20K | – |
| T-MOBILE US INC | COM | 4M | 21K | – |
| U S PHYSICAL THERAPY | COM | 2M | 20K | – |
| UFP TECHNOLOGIES INC | COM | 7M | 28K | – |
| UNION PAC CORP | COM | 4M | 16K | – |
| UNITEDHEALTH GROUP INC | COM | 6M | 11K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 572K | 7K | – |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 2M | 37K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 13M | 52K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 2M | 7K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 362K | 4K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 1M | 6K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 30M | 137K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 4K | – |
| VANGUARD INDEX FDS | VALUE ETF | 956K | 6K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 8M | 140K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 3M | 52K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2M | 30K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 11M | 61K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 549K | 11K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 769K | 6K | – |
| VANGUARD WORLD FD | COMM SRVC ETF | 568K | 4K | – |
| VANGUARD WORLD FD | ENERGY ETF | 440K | 3K | – |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 964K | 4K | – |
| VANGUARD WORLD FD | INF TECH ETF | 12M | 21K | – |
| VERIZON COMMUNICATIONS INC | COM | 208K | 5K | – |
| VIRTUS DIVIDEND INTEREST & P | COM | 123K | 10K | – |
| VISA INC | COM CL A | 2M | 8K | – |
| WALMART INC | COM | 3M | 44K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 658K | 23K | – |
| WORLD GOLD TR | SPDR GLD MINIS | 5M | 111K | – |
| YETI HLDGS INC | COM | 2M | 50K | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 203K | 2K | – |