Chickasaw Capital Management, LLC

Chickasaw Capital Management, LLC (CRD# 127398) is a financial advisory firm headquartered in Memphis, TN. They manage $3,113,976,555 in 875 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,114
    MILLION
  • Total Number of Accounts
    875
    ACCOUNTS
  • Average Account Value
    $3,558,830
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Chickasaw Capital Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Steven M. Delarosa
CRD#: 1994118
Las Vegas, NV
96
Wealthminder
score

Steven Delarosa (CRD# 1994118) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Las Vegas, NV and has over 22 years of experience in the finance industry.

2
Andrew W. Bewley
CRD#: 2961628
6075 Poplar Ave Suite 720, Memphis, TN 38119
93
Wealthminder
score

Andrew Bewley (CRD# 2961628) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 19 years of experience in the finance industry.

3
Robert W. Burnett
CRD#: 2848427
Franklin, TN
93
Wealthminder
score

Robert Burnett (CRD# 2848427) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Franklin, TN and has over 20 years of experience in the finance industry.

4
David N. Fleischer
CRD#: 1013019
277 West End Ave, Apt 15b, New York, NY 10023
93
Wealthminder
score

David Fleischer (CRD# 1013019) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in New York, NY and has over 24 years of experience in the finance industry.

5
Edward W. Kelly
CRD#: 1978953
2 White Deer Lane, Morristown, NJ 07960
93
Wealthminder
score

Edward Kelly (CRD# 1978953) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Morristown, NJ and has over 12 years of experience in the finance industry.

6
Henry L. Levy
CRD#: 308262
6075 Poplar Ave Ste 720, Memphis, TN 38119
93
Wealthminder
score

Henry Levy (CRD# 308262) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 38 years of experience in the finance industry.

7
Geoffrey P. Mavar
CRD#: 2102387
6075 Poplar Avenue, Suite 720, Memphis, TN 38119
93
Wealthminder
score

Geoffrey Mavar (CRD# 2102387) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 26 years of experience in the finance industry.

8
Debra A. McAdoo
CRD#: 1968501
6075 Poplar Avenue, Suite 720, Memphis, TN 38119
93
Wealthminder
score

Debra McAdoo (CRD# 1968501) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 28 years of experience in the finance industry.

9
Robert M. Walker
CRD#: 4353466
6075 Poplar Ave, Suite 720, Memphis, TN 38119
93
Wealthminder
score

Robert Walker (CRD# 4353466) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 16 years of experience in the finance industry.

10
Paul R. Jacob
CRD#: 5963846
6075 Poplar Ave Suite 720, Memphis, TN 38119
90
Wealthminder
score

Paul Jacob (CRD# 5963846) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.