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CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398File 801-62121
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.55B
Top 25% of cohort (national)
Discretionary AUM
$2.55B
Clients
386
441 accounts
Employees
19
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 12, 2003
- Principal office
- 6075 POPLAR AVE, SUITE 720, MEMPHIS, TN, 38119
- Phone
- 901-537-1866
- Website
- HTTP://WWW.CHICKASAWCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.55B
- Discretionary AUM
- $2.55B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 441
- Non-discretionary accounts
- 0
- Total accounts
- 441
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| Non-U.S. persons | Fewer than 5 | $271.2M |
| Insurance companies | Fewer than 5 | $12.7M |
| Investment companies | 1 | $821.9M |
| Charitable organizations | 10 | $402.7M |
| High net worth individuals | 209 | $426.5M |
| Pooled investment vehicles | 52 | $353.3M |
| Pension and profit sharing plans | Fewer than 5 | $34.0M |
| State or municipal government entities | 5 | $186.9M |
| Individuals (other than high net worth individuals) | 109 | $33.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 | Clients | 377 | 386 | increased by9 |
| Apr 1, 2026 | AUM | $2,529,750,391 | $2,545,885,165 | increased by$16,134,774 |
| Apr 1, 2026 | Accounts | 433 | 441 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 19 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 407 | 377 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,053,149,000 | $2,529,750,391 | increased by$476,601,391 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 460 | 433 | decreased by27 |
| Apr 1, 2022 | Employees | 25 | 20 | decreased by5 |
| Apr 1, 2022 | Clients | 430 | 407 | decreased by23 |
| Apr 1, 2022 | AUM | $1,881,151,322 | $2,053,149,000 | increased by$171,997,678 |
| Apr 1, 2022 | Accounts | 488 | 460 | decreased by28 |
| 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 “CHICKASAW CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHICKASAW 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.