David Underwood is a registered investment advisor at Chilton Capital Management LLC, based in Houston, TX, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 2 more. Their firm serves 982 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Schedule reflects Equity & Balanced, Growth & Income, and REIT strategies. Other strategies have different fee schedules: ETF Strategy at 0.50%, Swan Defined Risk at 1.25%, and Overlay Series at 1.50%.
Fee Estimator
Location
1177 West Loop South, Suite 1200, Houston, TX, 77027-9062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a director for Feliciana Corporation, a family business in the oil & gas industry.
Employment History
Current Registrations
Chilton Capital Management LLC
Previous Registrations
Chilton Capital Management Advisors INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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