A complete list of active advisors currently associated with Chaikin Capital Management Inc.

Warmer can help you find a great advisor at Chaikin Capital Management Inc. or one who fits your needs even better.

Chaikin Capital Management is an independent registered investment adviser that provides discretionary portfolio management and investment advisory services to a small group of individual clients. The firm reports about $55.8 million in assets under management across roughly 15 client relationships, indicating a relatively concentrated client base. The Form ADV describes the firm’s methods of analysis, investment strategies and routine account reviews, and it indicates portfolio management is billed on a percentage-of-AUM basis. The brochure also addresses performance-based fee arrangements and side‑by‑side management as well as custody and brokerage practices, which can affect fee alignment and trade allocation across account types. Distinctive features include the very small number of client relationships combined with disclosures about performance-based fees and other financial industry activities, which is less common among similarly categorized independent advisers. Interested parties should review the ADV sections on conflicts of interest, brokerage practices and other affiliations to understand how the firm handles trade allocation, custody and potential allocation conflicts.

To learn more about the advisors currently working at Chaikin Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.