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CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398File 801-62121
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.