CH Capital Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1340 Environ Way, Chapel Hill, North Car...

Phone Number

(919) 205-8282

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About CH Capital Management

CH Capital Management is a financial advisory firm based in Chapel Hill, NC, specializing in providing personalized financial advice to individuals and families, particularly those in the tech, healthcare, and legal professions. The firm emphasizes a disciplined investment approach, focusing on customized portfolios rather than cookie-cutter models, and offers services such as tax planning and behavioral management coaching. They aim to help clients navigate financial challenges and make informed decisions about their investments and financial health. With a commitment to clear and judgment-free guidance, CH Capital Management seeks to empower clients to achieve their financial goals.Explore more
CH Capital Management's Social MediaPopular SearchesCH Capital Management LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CH Capital Management

<$5M
1-10
Private
-
-
N/A
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
1-10
Private
-
2020
Kelly Dane, Co-Founder at Defiant Capital Group
Kelly DaneCo-Founder
<$5M
1-10
Private
-
2009
BS
Brandt SakakeenyFounder & Managing Partner & Co-Chief Investment Officer
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2008
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

CH Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CH Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CH Capital Management.

CH Capital Management Tech Stack

A closer look at the technologies used by CH Capital Management

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Frequently Asked Questions Regarding CH Capital Management

What is CH Capital Management's official website?
CH Capital Management's official website is www.chcapitalmanagement.com
What is CH Capital Management's Revenue?
CH Capital Management's revenue is <$5 Million
What is CH Capital Management's SIC code?
CH Capital Management's SIC: 62,628
What is CH Capital Management's NAICS code?
CH Capital Management's NAICS: 52,523
How many employees does CH Capital Management have?
CH Capital Management has 1-10 employees
What industry does CH Capital Management belong to?
CH Capital Management is in the industry of: Finance, Securities Trading
What is CH Capital Management competition?
CH Capital Management top competitors include: Pillar Wealth Management, Defiant Capital Group, Rockingstone Advisors, Journey Capital Advisers
What technology does CH Capital Management use?
Some of the popular technologies that CH Capital Management uses are: Tierpoint, Google Tag Manager, GoDaddy DNS, Google Workspace
How do I contact CH Capital Management?
CH Capital Management contact info: Phone number: (919) 205-8282 Website: www.chcapitalmanagement.com
What does CH Capital Management do?

CH Capital Management is a financial advisory firm based in Chapel Hill, NC, specializing in providing personalized financial advice to individuals and families, particularly those in the tech, healthcare, and legal professions. The firm emphasizes a disciplined investment approach, focusing on customized portfolios rather than cookie-cutter models... , and offers services such as tax planning and behavioral management coaching. They aim to help clients navigate financial challenges and make informed decisions about their investments and financial health. With a commitment to clear and judgment-free guidance, CH Capital Management seeks to empower clients to achieve their financial goals.Read More

What are CH Capital Management social media links?
CH Capital Management Linkedin page CH Capital Management Twitter page CH Capital Management Facebook page
Is CH Capital Management a public company?
CH Capital Management is private company therefore does not currently have an official ticker symbol
See more information about CH Capital Management

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