# Chatham Capital Group

Chatham Capital Group is a Bank / Wealth / Trust based in Savannah, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Savannah, United States
- **Region:** North America
- **Address:** Hilton Head Island, SC, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** chathamcapitalgroup.com
- **LinkedIn:** https://www.linkedin.com/company/chatham-capital-group-inc.

## Regulatory record

- **CRD number:** 106174
- **SEC file number:** 801-51946
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-19T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106174

## About

Chatham Capital Group was founded in 1996 by Ted Muller, Bruce Fielitz, and L. Guy Palmer II after they sold Atlanta Capital Management. The three principals relocated to Savannah and began managing their own capital plus that of a small number of families. Sons of two founders now serve as principals alongside additional CFA charterholders. The firm provides wealth management and investment advisory services. Asset allocation covers public equities, fixed income, and alternatives. It executes through direct holdings and external managers. Geographic focus remains North America. No specific portfolio companies or co-investors are named in public materials. The team includes five principals and several associates. Additional offices operate in Hilton Head Island. No recent operational events from the last 24 months appear in available records. Ownership stays with the principal group that succeeded the founders. The firm maintains separation between client advisory work and any personal holdings of the principals.

## Sectors

- Wealth Management

## People

- Frederick R. Muller, CFA® — Principal
- Philip B. Palmer, CFA® — Principal
- William J. Fielitz, CHFC®, CFP® — Principal
- Jason G. Allen, CFA® — Principal
- Blake H. Bethea — Principal

## Questions

### What investment strategies does Chatham Capital Group employ?

The firm's investment strategy is conservative in posture, as is typical for coastal South Carolina advisors serving retiree and high-net-worth clients. Portfolios are expected to rely on publicly traded securities — equities, fixed income, mutual funds, and ETFs — with a strong emphasis on capital preservation and income generation appropriate to a client base skewed toward late-career and retirement-age households.

## Related profiles

- [Chartered Wealth Management](https://altss.com/profile/chartered-wealth-management)
- [Chatham Wealth Management](https://altss.com/profile/chatham-wealth-management)

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Last updated: 2026-07-06T00:32:08.376Z

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