Data / Investment advisers / Tennessee / Chickasaw Capital Management, LLC
Chickasaw Capital Management, LLC, Memphis, TN: $2.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Chickasaw Capital Management, LLC is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $2.5 billion in regulatory assets under management in its Form ADV filed April 24, 2026. Its clients include investment companies, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, commissions and performance based fees. It advises 3 private funds.
The request: Watch Chickasaw Capital Management, LLC (CRD number 127398): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 127398
- SEC file number
- 801-62121
- SEC status
- Approved, effective June 12, 2003
- Main office
- 6075 Poplar Ave Suite 720, Memphis, TN 38119
- Phone
- (901) 537-1866
- Website
- chickasawcap.com
- Regulatory AUM
- $2,545,885,165 in the Form ADV filed April 24, 2026
- Discretionary AUM
- $2,545,885,165
- Accounts
- 441
- Employees
- 19, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, commissions, performance based fees
- Private funds
- 3: 2 private equity funds, 1 other private fund
- Gross assets of private funds
- $17,641,925
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $821.9 million |
| High net worth individuals | 209 | $426.5 million |
| Charitable organizations | 10 | $402.7 million |
| Pooled investment vehicles | 52 | $353.3 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $271.2 million |
| State or municipal government entities | 5 | $186.9 million |
| Pension and profit sharing plans | Fewer than 5 | $34 million |
| Individuals (other than high net worth individuals) | 109 | $33.7 million |
| Insurance companies | Fewer than 5 | $12.7 million |
| Corporations or other businesses | Fewer than 5 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.55 billion | March 27, 2026 |
| December 1, 2025 | $2.53 billion | April 17, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Southeastern Asset Management Inc. | Memphis | $3.70 billion | 1 | adviserinfo.sec.gov |
| Calydon Capital, LLC | Memphis | $3.58 billion | 1 | adviserinfo.sec.gov |
| Red Door Wealth Management, LLC | Memphis | $3.09 billion | 8 | adviserinfo.sec.gov |
| Duncan Williams Asset Management, LLC | Memphis | $2.69 billion | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Memphis | $2.66 billion | Not listed | adviserinfo.sec.gov |
| Sentry, LLC | Memphis | $2.33 billion | Not listed | adviserinfo.sec.gov |
| Newsouth Capital Management Inc | Memphis | $2.23 billion | 1 | adviserinfo.sec.gov |
| NFC Investments, LLC | Memphis | $2.14 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Chickasaw Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.