C
Chief Capital Management, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,907,703
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$921,979
About
Chief Capital Management, Inc. is an independently owned, closely held advisory firm that provides discretionary investment management and financial planning consultations to individual clients; it reported managing about $12.9 million for a roster of 14 clients. Portfolios are primarily composed of mutual funds, with some accounts holding individual stocks, bonds, and variable annuities, and the firm also offers standalone investment consultations billed on an hourly basis.
The firm applies fiduciary-investing standards developed by the Center for Fiduciary Studies, using Morningstar data to screen for no-load, lower-expense mutual funds and conducting quarterly reviews to support a long-term investment approach. It relies on public research and third‑party databases, manages accounts on a discretionary basis, and aggregates household assets for fee calculation and reporting.
Noteworthy features include a relatively small client base relative to assets under management, resulting in a concentrated, higher‑asset-per-household clientele compared with many peers. The firm requires clients to custody assets at Charles Schwab (it will not manage accounts held elsewhere), does not accept proxy‑voting authority, provides regular written performance and asset‑allocation reports, and discloses a separate, minimal real estate license activity.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Fee options
$0 - $50,000: 1.95% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: .75% $2,000,001 - $3,000,000: .65% $3,000,001 - $4,000,000: .55% $4,000,001+: .45%
$200 per hour for consulting and financial planning services
Fee-only: $200 per hour for consulting and financial planning services
Main office location
Chief Capital Management, Inc
San Jose CA, United States
Number of offices
2
Most active in
Chief Capital Management, Inc has reported serving >5 clients in these states in the last 12 months.
California · Washington
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
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