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CHATHAM CAPITAL GROUP INC
CRD 106174File 801-51946
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$878.1M
Above cohort median (national)
Discretionary AUM
$878.1M
Clients
250
661 accounts
Employees
9
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 12, 1996
- Principal office
- 6602 ABERCORN STREET, SUITE 100, SAVANNAH, GA, 31405
- Phone
- 912-691-2320
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $878.1M
- Discretionary AUM
- $878.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 661
- Non-discretionary accounts
- 0
- Total accounts
- 661
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.9M |
| Charitable organizations | 9 | $19.3M |
| High net worth individuals | 161 | $714.9M |
| Pooled investment vehicles | 2 | $46.3M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| State or municipal government entities | Fewer than 5 | $47.9M |
| Individuals (other than high net worth individuals) | 78 | $43.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2026 | Clients | 237 | 250 | increased by13 |
| Apr 1, 2026 | AUM | $780,553,448 | $878,086,098 | increased by$97,532,650 |
| Apr 1, 2026 | Accounts | 643 | 661 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 220 | 237 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $649,991,312 | $780,553,448 | increased by$130,562,136 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 543 | 643 | increased by100 |
| Apr 1, 2022 | Clients | 213 | 220 | increased by7 |
| Apr 1, 2022 | AUM | $543,471,274 | $649,991,312 | increased by$106,520,038 |
| Apr 1, 2022 | Accounts | 496 | 543 | increased by47 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHATHAM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHATHAM CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.