SourcingSourcing

CHATHAM CAPITAL GROUP INC

C44
CRD 106174·SEC 801-51946·SAVANNAH, GA
AUM
$878.1M
$500M-$1B
Est. Revenue
$8.8M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$21.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHATHAM CAPITAL GROUP INC
CRD
106174
SEC file #
801-51946
EIN
582236055
DBA names
—

Economics

AUM
$878.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$437.8M → $878.1M▲ +101%
Client mix
Individuals High Net Worth161
Individuals Other78
Charitable Organizations9
Pooled Investment Vehicles2

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
SAVANNAH GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/chatham-capital-group-inc.(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MULLER, FREDERICK, REYNOLDS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MULLER, FREDERICK, REYNOLDS
PALMER, PHILIP, BRADFORD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:chatham.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001108969
Edgar Registered
Yes
Edgar Filing Count
109
Edgar First Filing Date
2000-04-25
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
107
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001108969-26-000003
Edgar Former Names
CHATHAM INVESTMENT MANAGEMENT CO

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2128
Soi Zip Pct 200k Plus
0.0712
Soi Zip Returns 200k Plus
1,130
Soi Zip Total AGI
1,288,616
Fdic Zip Total Deposits
13,650,619,000
Fdic Zip Branch Count
318
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Ameris Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6602 ABERCORN ST, SUITE 100SAVANNAH, GA 31405
Business
6602 ABERCORN ST, SUITE 100SAVANNAH, GA 31405
Edgar EIN
582236055
Edgar Recent Filings
13F-HR2026-04-21 · 0001108969-26-000003
13F-HR2026-01-14 · 0001108969-26-000001
Fdic Zip Branches Raw
First Union National Bank of GeorgiaSavannah, GA
First Union National Bank of GeorgiaSavannah, GA
Fdic Zip HHI
947.03
Fdic Zip Top Bank Share Pct
20.39
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI64,738
Returns4,860
Stub 2
AGI146,669
Returns4,030
Stub 3
AGI138,857
Returns2,270
Soi Zip Total Business Income
37,693
Soi Zip Total Cap Gains
84,853
Soi Zip Total Dividends
23,492
Soi Zip Total Returns
15,880
Top Owner CRD
2390289
Trust Company Affiliate
No

People (4)

4
FREDERICK REYNOLDS MULLER
Direct Owner · 37.5%
2390289
PALMER, PHILIP, BRADFORD
Direct Owner · 37.5%
1421785
ALLEN, JASON, GARY
Direct Owner · 17.5%
3107384
FIELITZ, WILLIAM, JENKINS
Direct Owner · 17.5%
3157331