RIA Intel›Advisers›Connecticut›CHILTON INVESTMENT SERVICES, LLC

CHILTON INVESTMENT SERVICES, LLC

Advisory

N·STAMFORD, CT

Data as of Jul 6, 2026 · Source: SEC Form ADV

Total AUM

$8.2B

1-Year AUM Growth

+17.1%

3-Year CAGR

+6.0%

Employees

20

Assets Under Management

Total AUM$8.2B

Discretionary AUM$7.9B

Non-Discretionary AUM$283M

Discretionary %96.5%

Total Clients1,785

Team

Total Employees20

Investment Advisers70

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record33

First FilingOct 19, 2011

Latest FilingJul 6, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHILTON INVESTMENT SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.