CH Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,948,477
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
17
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$820,499
About
CH Capital Management is an independent, single-advisor registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, endowments, and other institutional clients. The firm states it works with charitable organizations and pension or profit‑sharing plans as well as individual investors, and typically establishes accounts at a substantial asset level while retaining discretion to make exceptions.
The adviser structures new relationships by developing a financial profile and an investment plan and implements those plans primarily through discretionary management using mutual funds, ETFs, individual equities, and fixed‑income securities. It relies on third‑party custodians and broker‑dealers and has contracted with Focus Partners Advisor Solutions for trade processing, fee collection, reporting, and certain sub‑advisory services to support its operations.
Distinctive features for a firm of this size include serving both charitable organizations and retirement plan clients—client types that are uncommon among solo independent advisers—and operating a relatively small book of business while outsourcing significant operational functions. Managing roughly $11 million in client assets across fewer than 30 relationships, the firm combines a solo practitioner model with institutional‑style client relationships and outsourced back‑office support.
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% Above $5,000,000+: 0.26%
$250 per hour for financial planning and other hourly work
Account minimum: $500,000 Minimum fee: Minimum fee of $5,000.00 per year
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:
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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
Quick links
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