CHICKASAW CAPITAL MANAGEMENT, LLC
C47
CRD 127398·SEC 801-62121·MEMPHIS, TN
AUM
$2.55B
$1B+
Est. Revenue
$25.5M
@ 1% on AUM
Est. EBITDA
$7.6M
@ 30% margin
Est. Deal Value
$61.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $3.52B
'21 · $3.47B
'22 · $1.88B
'23 · $2.05B
'25 · $2.53B
'26 · $2.55B
'20'26
$3.52B → $2.55B▼ -28%
Client mix
| Individuals High Net Worth | 209 |
| Individuals Other | 109 |
| Pooled Investment Vehicles | 52 |
| Charitable Organizations | 10 |
| State Or Municipal Govt | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 14 advisors
'22 · 16 advisors
'23 · 11 advisors
'25 · 10 advisors
'26 · 10 advisors
'20'26
15 advisors → 10 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-12-052025-12-05 · 0001726936-25-000002
2024-12-062024-12-06 · 0001726936-24-000001
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
6075 POPLAR AVESUITE 720MEMPHIS, TN 38119
Business
6075 POPLAR AVESUITE 720MEMPHIS, TN 38119
Edgar Recent Filings
D/A2025-12-05 · 0001726936-25-000002
D/A2024-12-06 · 0001726936-24-000001