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CHILTON INVESTMENT SERVICES, LLC
CRD 159306File 801-72833
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.15B
Top 10% of cohort (national)
Discretionary AUM
$7.87B
Non-discretionary $283.5M
Clients
1,905
2,247 accounts
Employees
70
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 25, 2011
- Principal office
- 1290 EAST MAIN STREET 1ST FLOOR, STAMFORD, CT, 06902
- Phone
- 203-352-4000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.15B
- Discretionary AUM
- $7.87B
- Non-discretionary AUM
- $283.5M
- Discretionary accounts
- 1,299
- Non-discretionary accounts
- 948
- Total accounts
- 2,247
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 139 | $1.97B |
| Charitable organizations | 72 | $433.2M |
| High net worth individuals | 506 | $3.14B |
| Pooled investment vehicles | 11 | $210.8M |
| Pension and profit sharing plans | 5 | $133.3M |
| Individuals (other than high net worth individuals) | 1,172 | $1.96B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FAMILY OFFICE SERVICES FEES
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- 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 | Employees | 64 | 70 | increased by6 |
| Apr 1, 2026 | Clients | 1,785 | 1,905 | increased by120 |
| Apr 1, 2026 | AUM | $6,892,784,000 | $8,150,127,000 | increased by$1,257,343,000 |
| Apr 1, 2026 | Accounts | 2,132 | 2,247 | increased by115 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 57 | 64 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,015 | 1,785 | increased by770 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,780,802,000 | $6,892,784,000 | increased by$1,111,982,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,404 | 2,132 | increased by728 |
| Apr 1, 2022 | Employees | 55 | 57 | increased by2 |
| Apr 1, 2022 | Clients | 894 | 1,015 | increased by121 |
| Apr 1, 2022 | AUM | $4,746,569,000 | $5,780,802,000 | increased by$1,034,233,000 |
| Apr 1, 2022 | Accounts | 1,180 | 1,404 | increased by224 |
| 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 “CHILTON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHILTON INVESTMENT” 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.