Chatham Capital Group, Inc.
Chatham Capital Group, Inc. is a wealth management and Registered Investment Advisory firm based in Savannah, Georgia. Founded in 1996, the firm specializes in comprehensive financial planning and customized investment strategies for families and individuals, emphasizing client trust, fiduciary duty, and long-term relationships. With approximately 7 employees, Chatham Capital Group provides financial services tailored to multi-generational wealth management and estate planning.
Investment Strategy
Chatham Capital Group employs a disciplined, research-based approach to investing and wealth management, focusing on comprehensive financial planning and customized investment strategies. The firm's philosophy centers around placing client interests first, building long-term relationships based on trust, and proactively addressing client needs. Chatham Capital Group prioritizes a fiduciary duty to clients, emphasizing intelligent investment solutions tailored to individual and family financial goals, with an aim for longevity of wealth and financial security across generations.
Top Holdings
Equity Positions (195)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.11% | $35.6M | 190,586 | $7.84 | $186.58 | +$4.4M |
V VB | VANGUARD INDEX FDS | 5.06% | $35.2M | 138,248 | $156.35 | $254.28 | +$122.6K |
I IAU | ISHARES GOLD TR | 3.83% | $26.6M | 365,565 | $38.35 | $72.77 | +$4.1M |
A AAPL | APPLE INC | 2.82% | $19.6M | 76,912 | $36.50 | $254.63 | +$3.4M |
M MSFT | MICROSOFT CORP | 2.53% | $17.6M | 33,942 | $191.19 | $517.95 | +$453.4K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
F Frederick Muller | Principal | Savannah, GA , United States |