AdFi
CI

CHILTON INVESTMENT SERVICES, LLC

SEC Registered
STAMFORD, CThttps://chiltontrustcompany.com203-352-4000
Assets Under Management
$5B–$25B
Employees
70
Office Locations
7 offices
Total Accounts
2247

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit SharingState/Municipal

Services

Private funds / alternatives
HedgePrivate EquityReal Estate

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)1,172$2.0B
High Net Worth Individuals506$3.1B
Pension/Profit Sharing Plans11$211M
Charitable Organizations5$133M
State/Municipal Entities72

0 total clients reported on Form ADV.

Leadership

Richard Lockwood Chilton
CHAIRMAN, CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER - EQUITIES
Patricia Anne Mallon
DIRECTOR, VICE PRESIDENT & TREASURER
James Edward Steinthal
DIRECTOR, VICE PRESIDENT & SECRETARY
Garrison Du Pont Lickle
DIRECTOR
Inc. Chilton Investment Company
MEMBER, MANAGER
Richard Lockwood Chilton
SHAREHOLDER
Lisa Marie Czachor
EXECUTIVE VICE PRESIDENT & FAMILY OFFICE DIRECTOR
Jennifer Anne Duggins
VICE PRESIDENT-CHIEF COMPLIANCE OFFICER
Timothy Westonapplegate Horan
EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOME
Llc Chilton Investment Company
OWNER
Llc Chilton Private Clients Holding Company
MEMBER, MANAGER OF CHILTON PRIVATE CLIENTS, LLC

Office locations

7 offices in 6 states
CT
STAMFORDHQ
NY
NEW YORK
VA
CHARLOTTESVILLE
FL
PALM BEACH
DE
WILMINGTON
NC
CHARLOTTE
FL
NAPLES

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#159306
SEC Number
801-72833
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHILTON INVESTMENT SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

CHILTON INVESTMENT SERVICES, LLC in STAMFORD, CT - Financial Advisory Firm | AdvisorFinder