CH Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,882,090
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
29% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$816,594
About
CH Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, endowments, and select institutional clients, including charitable organizations and pension or profit‑sharing plans. The firm reports roughly $14 million in assets under management across a limited number of client accounts.
At the outset of a relationship the firm gathers client information to develop a Financial Profile and an Investment Plan, then implements those plans using mutual funds, ETFs, individual bonds, and selected individual stocks. Client accounts are managed on a discretionary basis, with quarterly reviews and back‑office functions — including trade processing and some sub‑advisory services — delegated to an external service provider.
What is distinctive about the firm is its inclusion of charitable organizations and pension/profit‑sharing plans in its client mix, relationships that are uncommon among independent advisers of similar scale. The firm’s operating model combines direct portfolio decision‑making with outsourced operational and reporting support, which informs how it delivers ongoing oversight and client communications.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Fee options
$1 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.63% $3,000,001 - $4,000,000: 0.52% $4,000,001 - $5,000,000: 0.41% $5,000,001+: 0.26%
$250 per hour for financial planning and other hourly work
Account minimum: $500,000 Minimum fee: $5,000 per year minimum fee
Main office location
CH Capital Management
Chapel Hill NC, United States
Number of offices
1
Most active in
CH Capital Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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