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Chilton Trust Company

Multifamily office listing in Stamford, Connecticut, United States.

SEC-registered

Headquarters: Stamford, CT
Regulatory AUM: $8.2 billion
Employees: 70
SEC CRD: 159306

Chilton Investment Services, LLC is an SEC registered investment adviser serving individuals, institutions, pooled vehicles, charities and other clients from its principal office in Stamford, Connecticut.¹

Overview

The adviser was registered with the SEC effective October 25, 2011.¹ Its Form ADV filing dated July 6, 2026 reports a principal office in Stamford, Connecticut, six other offices and 70 employees.² A Chilton Trust publication lists offices in Charlotte, New York, Palm Beach, Stamford and Wilmington, plus Naples as a trust representative office.³

The firm’s website presents Chilton Trust as offering wealth planning and education, investment management, family office services, and trust and fiduciary services.⁴ The firm presents its model as pairing institutional scale and expertise with direct boutique access, close client relationships and bespoke solutions.⁵ It says its client relationships are built by first learning clients’ needs and how they define success.⁶

History

SEC records show that CHILTON INVESTMENT SERVICES, LLC received SEC registration effective October 25, 2011.¹ The firm says its family office was initially created to serve the founder and later expanded to include additional families, including some that had previously operated their own family offices.⁷

Timeline

2011The adviser was registered with the SEC effective October 25, 2011.
2026Its Form ADV filing dated July 6, 2026 reports a principal office in Stamford, Connecticut, six other offices and 70 employees.

Leadership

G. David Phelps Hamar is Managing Director and Head of Wealth Advisory Services and Family Office Services.⁸ The firm describes him as having more than 25 years of wealth advisory experience.⁹ Before joining Chilton, he served as Managing Director, Portfolio Manager and co chairman of Family Office Services at Silvercrest Asset Management Group LLC.¹⁰ He also served as Managing Director, Portfolio Manager and Head of the Family Office Tax Group at Heritage Financial Management.¹¹ Hamar founded and served as President of Hamar Capital, Limited, which merged with Heritage Financial Management in 2001.¹² He began his career with Price Waterhouse and Dewey Ballantine.¹³

Hamar’s stated experience includes traditional and alternative portfolio construction, tax compliance and planning, philanthropic planning, family office services, IRS audits and appeals, and litigation in the U.S. Tax Court and Federal District Court.¹⁴ He graduated from the University of Virginia School of Law and Old Dominion University, is admitted to the Virginia State Bar and is a CPA.¹⁵

Louisa M. Ives is Managing Director and Head of Manager Research.¹⁶ She is responsible for external manager selection and due diligence and serves on Chilton Trust’s Executive and Investment Committees.¹⁷ Earlier in her career, she was a Managing Director and financial services research analyst at Chilton Investment Company and served on its board.¹⁸ She also worked at Coopers & Lybrand Consulting Group and Chemical Bank’s Middle Market Lending Group.¹⁹ Ives graduated cum laude from St. Lawrence University with a B.A. in English Literature and earned an M.B.A. from Harvard Business School.²⁰

Services

Wealth planning includes reviewing clients’ wealth, related entities and trusts, conducting financial evaluations, addressing tax and risk management, supporting next generation education and philanthropy, and providing customized reporting through Chilton Connect.²¹

Investment management is designed around each client’s financial goals, risk profile, tax sensitivity and balance sheet.²² The firm says it aims to preserve and increase wealth by investing in quality holdings across multiple asset classes.²³ Its process uses bottom up and top down analysis, independent credit analysis and a measured view of traditional portfolio theory.²⁴

Listed capabilities include large, mid and small cap equities, tax advantaged and taxable fixed income, investment grade, high yield and preferred fixed income, and external managers across diversifying equities, hedge funds, private equity, private credit, private real estate, direct investments and infrastructure.²⁵

Family office services include tax planning and preparation, bill paying, trust administration, family entity and foundation administration, consolidated financial reporting, insurance and risk management, succession planning, and human resources and payroll services.²⁶ Trust and fiduciary services include multigenerational wealth succession planning, Delaware trust strategies, charitable trusts and foundations, estate document review and analysis, and estate settlement.²⁷ The firm says its fiduciary professionals have more than 60 years of combined trust and estate planning experience and can serve as corporate trustee, executor or personal representative.²⁸

What the firm offers

Investment management
Financial planning
Tax planning
Estate planning
Trust and fiduciary
Philanthropy
Family governance and education
Administration and bill pay
Risk and insurance
Private and alternative investments

Client focus

Form ADV lists 1,172 individuals who are not high net worth, 506 high net worth individuals, 11 pooled vehicles, 5 pension plans, 72 charities and 139 other clients.²⁹ The filing reports portfolio management for individuals and small businesses, pooled vehicles and institutions, along with selecting other advisers.³⁰

Assets and minimums

As of July 6, 2026, regulatory assets under management were $8,150,127,000.³¹ Reported fee types were percentage of assets under management, fixed fees and other fees.³²

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159306. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2016	$4.0 billion	$4.0 billion	$33 million
2017	$3.8 billion	$3.8 billion	$23 million
2018	$4.0 billion	$3.9 billion	$44 million
2019	$3.8 billion	$3.7 billion	$36 million
2020	$4.5 billion	$4.5 billion	$72 million
2021	$4.7 billion	$4.4 billion	$311 million
2022	$5.8 billion	$5.5 billion	$283 million
2023	$5.4 billion	$5.1 billion	$304 million
2025	$6.9 billion	$6.7 billion	$163 million
2026	$8.2 billion	$7.9 billion	$283 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159306. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$3 million
2019	$4 million
2020	$5 million
2021	$5 million
2022	$6 million
2023	$5 million
2025	$4 million
2026	$4 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159306. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	1,172
High net worth individuals	506
Pooled investment vehicles	11
Pension plans	5
Charities	72
Corporations	139

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159306. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2016	45
2017	45
2018	53
2019	53
2020	52
2021	55
2022	57
2023	59
2025	64
2026	70

Ranks #1 of 5 SEC-registered firms in CT on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159306. Ranking uses only firms profiled on MultifamilyOffices.com. As of September 1, 2026.

FAQs

Where is Chilton Investment Services based?

Its principal office is in Stamford, Connecticut, and Form ADV reports six other offices.²

What does the firm provide?

Its services include wealth planning and education, investment management, family office services, and trust and fiduciary services.⁴

Who does the firm serve?

Form ADV lists individuals, high net worth individuals, pooled vehicles, pension plans, charities and other clients.²⁹

LocationMultifamily offices in Connecticut
This Connecticut directory helps readers compare multifamily office options near Stamford and across the state. It can frame questions about investment management, planning, fiduciary work, administration, and support for individuals, institutions, charities, and pooled vehicles. Use it to identify firms serving similar client groups and regional needs.
Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, beneficiaries, and related estate decisions. These materials can help a family or business owner prepare questions about estate planning, trust and fiduciary services, tax planning, philanthropy, and the transfer of wealth across generations.
Network siteFamilyOffices.com
FamilyOffices.com provides resources and community perspectives for single family offices and wealthy families. Readers can use it to learn how families organize investment oversight, governance, education, philanthropy, private investments, and household administration before assessing which services they may need.
GuideMultifamily office fees
This fee guide explains common ways multifamily offices may charge for advice and related support. It gives prospective clients a basis for asking how investment management, financial planning, bill pay, risk services, private investments, and other work may be priced and scoped.
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Sources

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.

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