KC

Kurt F. Cooperrider

CHILTON CAPITAL MANAGEMENT
HOUSTON, TX 77027-9062
Some features on this profile are disabled
CRD#: 6688772
KC

Professional summary


Kurt Francis Cooperrider is a registered financial advisor currently at CHILTON CAPITAL MANAGEMENT LLC located in Houston, Texas.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kurt has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Kurt Francis Cooperrider's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 31, 2016 - Present

CHILTON CAPITAL MANAGEMENT LLC

Office #1: 1177 West Loop South Suite 1200, Houston, TX 77027-9062
RIA
CRD#: 104592
HOUSTON, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CHILTON CAPITAL MANAGEMENT LLC
CHILTON CAPITAL MANAGEMENT LLC | CHILTON CAPITAL MANAGEMENT, LLC | CHILTON CAPITAL MANAGEMENT LP

CRD#: 104592 / SEC#: 801-51061

RIA
Registered Investment Advisory firm - (2/9/1996 Approved)
Texas
Registered Investment Advisory firm - (3/14/1996 Cancelled)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/31/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/31/2016
Uniform Investment Adviser Law Examination

Current Firm


CC
CHILTON CAPITAL MANAGEMENT LLC
CHILTON CAPITAL MANAGEMENT LLC | CHILTON CAPITAL MANAGEMENT, LLC | CHILTON CAPITAL MANAGEMENT LP

CRD#: 104592 / SEC#: 801-51061

RIA
Registered Investment Advisory firm - (2/9/1996 Approved)
Texas
Registered Investment Advisory firm - (3/14/1996 Cancelled)
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Contact information


Main Address
1177 West Loop South Suite 1200, Houston, TX 77027-9062
Mailing Address
Phone number
(713) 650-1995
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts850
AUM (Assets Under Management)$ 2,665,699,649

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHILTON CAPITAL MANAGEMENT LLC

CRD#: 104592Houston, TX 77027-9062

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