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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.
Latest 13F Filing Activity
Chatham Capital Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 195 equity positions with a total 13F market value of $695M. The fund increased holdings in Nvidia Corporation, Ishares Gold TR, Invesco Exch TRD SLF Idx FD among other positions. Chatham Capital Group, Inc. reduced exposure to Unitedhealth Group Inc., Corvel Corp., Intercontinental Exchange in among others.
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 (5)
| Name | Role | Location | |
|---|---|---|---|
F Frederick Muller | Principal | Savannah, GA , United States | |
J Jason Allen | Principal | Hilton Head Island, SC , United States | |
 | Principal | Savannah, GA , United States | |
 | Principal | Savannah, GA , United States | |
T Ted Muller | Principal Consultant | Savannah, GA , United States |
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