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Jason Allen, CFA®

Chatham Capital Group

90 Main Street, Suite A

Hilton Head Island, SC 29926
(404) 2456987

Dedicated to client success in wealth management

About Chatham Capital Group

After three decades of managing investment portfolios for institutional clients, the founders established Chatham Capital Group in 1996 to provide professional, unbiased wealth management advice to individuals, families, and their related foundations, as well as to manage their own financial affairs. Our firm is profitable and thriving, and we are honored to oversee $500 million in client assets under management.

What Makes Us Different?
Our Interests Are Completely Aligned with Yours. We are fiduciaries. We do not sell any products or collect any commissions. When our clients succeed, we succeed. We have a long history of helping clients achieve their financial goals, and our sole mission is superior client service and results.

Clients Receive Personal Attention. Each principal works with a limited number of clients, far fewer than typical investment firms, allowing us to focus on client satisfaction. Our clients are family to us, and we treat them accordingly. We will never sacrifice our high service standards for growth. We meet with clients frequently in person, and our professionals are always accessible.

Our Team Is Highly Experienced and Knowledgeable. Our financial professionals include five CFA® charterholders, the highest set of credentials in the global investment management industry. Our principals average over 25 years of experience, having managed money in many different types of wealth management environments. We have expertise in, and help clients with, investment management, estate planning, financial planning, and tax planning and analysis. We are our clients financial quarterback, helping guide them through challenging and complex issues.

We Are Local and Independent. Our firm is 100% owned by our principals. We have a strong local presence in our markets, and our professionals are actively involved in the Savannah and Hilton Head Island communities. We have no affiliation with or obligation to any other company, and our firm is structured entirely to best serve our clients. Since 1996, we have been truly independent, and we will remain so.

General Information

Firm Start Year

1996

No.of Employees

10-19

Firm CRD#

106174

Name of Custodial Firm

Charles Schwab & Co., Inc.

Years of Experience in Financial Services

22

Number of Years with Current Firm

6

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types

Commodities, Exchange Traded Funds (ETFs), FOREX & Currency, Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures

I can meet clients in the following ways

Video Conference, Via phone, At your office, At your home, At my office

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Firm's Number of Clients

210

Assets Managed by Firm

$500 million

Advisor's Number of Clients

45

Assets Managed by Advisor

$110 million

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$1 million

Education

BS & MBA - Finance

Wake Forest University
08/90 - 05/96

Disclosures

For our full disclosure, please see Disclosures and Terms of Use.