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CHILTON INVESTMENT SERVICES, LLC
CRD 159306File 801-72833
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.