Chickasaw Capital Management, LLC

CRD#127398
Investment Advisor Firm

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Learn more about Chickasaw Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Chickasaw Capital Management, LLC is located at 6075 Poplar Ave Suite 720, Memphis, TN. The firm employs 10 financial advisors. Chickasaw Capital Management, LLC is not a registered broker-dealer.

    The firm manages $2.5 billion in assets under management across 433 accounts, all of which are discretionary. Services offered include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients. Chickasaw Capital Management, LLC serves retail investors, high net worth investors, investment companies, pooled investment vehicles, charitable organizations, and state or municipal government entities, with high net worth investors representing the largest client type by accounts. The firm has 206 high net worth clients and maintains an affiliation with a broker-dealer or securities dealer. The fee structure includes asset-based, commission-based, and performance-based fees.

    Chickasaw Capital Management, LLC is registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.

    Assets Under Management

    $2.5 billion

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    6075 Poplar Ave Suite 720
    Memphis, TN 38119

    Chickasaw Capital Management, LLC by the Numbers

    Total Assets Under Management

    $2.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    19

    National Average: 64
    Total Number of Accounts

    433

    National Average: 375,227
    Average Account Size

    $5.8 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advisory services largely depend on the type of financial services provided. Fees billed by Chickasaw Capital Management, LLC may include some combination of the following fee structures: asset-based, commission-based, and performance-based. Chickasaw Capital Management, LLC participates in a wrap fee program, in which the company offers a service bundle for a single fee.The company has the ability to withdraw the expenses directly from customer accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 1% of firms

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Chickasaw Capital Management, LLC does business with a broad range of clients. It provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, charitable organizations, and state or municipal government entities. Out of its 433 clients, Chickasaw Capital Management, LLC's largest client by number of accounts is high net worth investors, though it also serves 206 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 54.64%
    • Other Individuals - 28.12%
    • Corporations - 14.59%
    • Charitable Organizations - 2.65%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Chickasaw Capital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Chickasaw Capital Management, LLC

    Steven Delarosa
    Memphis, TN
    Luke Davis
    Memphis, TN
    Scott Warren
    Memphis, TN
    Andrew Garrett
    Memphis, TN
    Edward Kelly
    Memphis, TN
    William Threadgill
    Memphis, TN
    Bryan Bulawa
    Memphis, TN
    Henry Levy
    Memphis, TN
    Andrew Lapsley
    Memphis, TN

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