CHILTON INVESTMENT SERVICES, LLC
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About the firm
Chilton Trust's differentiated approach to wealth management and client service combines large-firm resources and expertise with a boutique's access, close relationships and bespoke solutions. We are committed to understanding our clients' unique goals and needs, partnering with clients to ensure their investments and planning help achieve those goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Planning & Education, Investment Management, Family Office Services, and Trust & Fiduciary services including serving as corporate trustee, executor, or personal representative.
Who they serve
Families and individuals seeking wealth management, with 250+ families represented and a 1-to-6 advisor-to-client ratio.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,172 | $2.0B |
| High Net Worth Individuals | 506 | $3.1B |
| Pension/Profit Sharing Plans | 11 | $211M |
| Charitable Organizations | 5 | $133M |
| State/Municipal Entities | 72 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.