A complete list of active advisors currently associated with Chief Capital Management, Inc

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

Chief Capital Management, Inc. is an independently owned, closely held advisory firm that provides discretionary investment management and financial planning consultations to individual clients; it reported managing about $12.9 million for a roster of 14 clients. Portfolios are primarily composed of mutual funds, with some accounts holding individual stocks, bonds, and variable annuities, and the firm also offers standalone investment consultations billed on an hourly basis. The firm applies fiduciary-investing standards developed by the Center for Fiduciary Studies, using Morningstar data to screen for no-load, lower-expense mutual funds and conducting quarterly reviews to support a long-term investment approach. It relies on public research and third‑party databases, manages accounts on a discretionary basis, and aggregates household assets for fee calculation and reporting. Noteworthy features include a relatively small client base relative to assets under management, resulting in a concentrated, higher‑asset-per-household clientele compared with many peers. The firm requires clients to custody assets at Charles Schwab (it will not manage accounts held elsewhere), does not accept proxy‑voting authority, provides regular written performance and asset‑allocation reports, and discloses a separate, minimal real estate license activity.

To learn more about the advisors currently working at Chief 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.