Chilton Capital Management

Overview

The firm began in 1996 and serves individuals, institutions, family offices, foundations, endowments and trusts.⁷⁹ It reported 27 employees and one other office as of March 16, 2026.³

History

Chilton states that it began in 1996.⁷ Frank M. Wozencraft, Jr. joined the firm in 2018 through its merger with Texan Capital Management, which he founded in 2001.¹⁷

Timeline

1. 1996The firm began in 1996 and serves individuals, institutions, family offices, foundations, endowments and trusts.
2. 2018joined the firm in 2018 through its merger with Texan Capital Management, which he founded in 2001.
3. 2026It reported 27 employees and one other office as of March 16, 2026.

Leadership

John E. Robertson is Managing Director and joined Chilton in 2007.¹⁷ Tim Lootens, CFP®, CPWA®, is Managing Director and Trust Officer and works with high net worth individuals and trust beneficiaries.¹⁷ A. Chris St. Paul is Chief Compliance Officer and serves on the Investment Policy Committee.¹⁷ Brandon J. Frank is Chief Financial Officer and Portfolio Manager for the Growth & Income strategy.¹⁷ Bradley J. Eixmann, CFA®, is Chief Investment Officer and Senior Portfolio Manager and leads the Growth & Income investment team.¹⁷ Bruce G. Garrison, CFA®, is Senior Portfolio Manager for REITs and serves on the Investment Policy Committee.¹⁷ Matthew R. Werner, CFA®, is Senior Portfolio Manager for REITs, and his team manages separately managed accounts for institutions and high net worth individuals.¹⁷ Jennifer R. Marshall is Wealth Adviser, Trust Officer and Director of Client Service, with more than 20 years in wealth management and trust industry roles.¹⁷

Services

The firm reports financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting and selecting other advisers.⁵ Its reported fee type is a percentage of assets under management.⁶ The website presents wealth management as investment advice and asset management provided through customized fee only arrangements.¹⁰ Financial planning covers cash flow, investments and asset management during career, family, retirement and estate planning stages.¹⁶

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Philanthropy
• Retirement planning

Client focus

As of March 16, 2026, reported clients included 453 non high net worth individuals, 455 high net worth individuals, one investment company, 23 charities, six insurance companies and 44 other clients.⁴ The website also identifies institutions, family offices, foundations, endowments and trusts as client groups.⁹

Investment philosophy and approach

The firm says its fixed income work examines credit fundamentals and positions holdings along the yield curve, with goals that include preserving capital and producing income for taxable and tax exempt investors.¹² It says its Growth & Income Equity analysis reviews earnings and revenue trends, balance sheet condition, free cash flow, competitive advantages, management, industry pressures and market opportunities.¹³ The firm says its internal REIT team manages strategies for institutional investors and highlights liquidity, transparency and total return as REIT characteristics.¹⁴ Its Active Asset Allocation strategy uses exchange traded funds from the United States and other countries to seek capital gains and income while pursuing diversification and lower trading costs and fees.¹⁵ Listed wealth management strategies include fixed income, Growth & Income Equity, REITs and Growth & Income Global ETF.¹¹

Assets and minimums

The firm reported regulatory assets under management of $3,233,678,496 as of March 16, 2026.²

By the numbers

FAQs

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Sources

1. SEC Form ADV , accessed October 23, 2026.
2. SEC Form ADV , assets as of March 16, 2026, accessed October 23, 2026.
3. SEC Form ADV , staffing and offices as of March 16, 2026, accessed October 23, 2026.
4. SEC Form ADV , client categories as of March 16, 2026, accessed October 23, 2026.
5. SEC Form ADV , services as of March 16, 2026, accessed October 23, 2026.
6. SEC Form ADV , fee type as of March 16, 2026, accessed October 23, 2026.
7. Chilton About , accessed October 23, 2026.
8. Chilton Contact , accessed October 23, 2026.
9. Chilton About , accessed October 23, 2026.
10. Chilton Wealth Management , accessed October 23, 2026.
11. Chilton Wealth Management , accessed October 23, 2026.
12. Chilton Wealth Management , accessed October 23, 2026.
13. Chilton Wealth Management , accessed October 23, 2026.
14. Chilton Wealth Management , accessed October 23, 2026.
15. Chilton Wealth Management , accessed October 23, 2026.
16. Chilton Financial Planning , accessed October 23, 2026.
17. Chilton Our People , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.