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Chickasaw Capital Management, LLC

Headquartered in MEMPHIS, TN

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Firm Information

Chickasaw Capital Management, LLC is an investment advisor based in Memphis, TN. The firm manages assets for a variety of client types, including individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. They offer portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.

Chickasaw Capital Management, LLC

6075 POPLAR AVE SUITE 720

MEMPHIS, TN 38119

$1.97B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

CHICKASAW CAPITAL MANAGEMENT, LLC has a total of 4 branch locations across the country.
location

MORRISTOWN, NJ

location

MEMPHIS, TN

location

Palos Verdes Estates, CA

location

Pinehurst, NC

Advisors at Chickasaw Capital Management, LLC

View All 13 Advisors
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Edward William Kelly

RA

MEMPHIS, TN

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Henry Lee Levy

RA

MEMPHIS, TN

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Luke Butler Davis

CFA®, RA

MEMPHIS, TN

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Scott Bolton Warren

CFA®, RA

MEMPHIS, TN

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Geoffrey Paul Mavar

RA

MEMPHIS, TN

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Andrew Zoltan Lapsley

CFA®, RA

MEMPHIS, TN

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Unclaimed
Ralph William Lettieri

RA

MEMPHIS, TN

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Unclaimed
Matthew Gregory Mead

RA

MEMPHIS, TN

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Disclosures

There are no public disclosures for Chickasaw Capital Management, LLC.

Frequently Asked Questions (6)

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