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CHATHAM CAPITAL GROUP INC

CRD 106174File 801-51946
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 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 typeClientsAUM
OtherFewer than 5$3.9M
Charitable organizations9$19.3M
High net worth individuals161$714.9M
Pooled investment vehicles2$46.3M
Pension and profit sharing plansFewer than 5$2.1M
State or municipal government entitiesFewer than 5$47.9M
Individuals (other than high net worth individuals)78$43.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.