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CHATHAM CAPITAL GROUP INC

SAVANNAH, GA · CRD 106174 · IAPD ↗ · 912-691-2320

$878.1MRegulatory AUM
5Advisory reps
9Employees
0Clients
251-500Planning clients
2Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CHATHAM CAPITAL GROUP INC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — CHATHAM CAPITAL GROUP INC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CHATHAM CAPITAL GROUP INC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2024 — CHATHAM CAPITAL GROUP INC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.