David Milton Underwood Jr.

Employer firm

Chilton Capital Management LLC CRD 104592

$3.23B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1994 → Present
  Legg Mason Wood Walker, Inc.
  Houston, TX
• 10/2007 → Present
  Chilton Capital Management, Llc
  Houston, TX
• 03/2007 → Present
  Chilton Capital Management Advisors,Inc.
  Houston, TX

Previous Registrations

• 2008-09-03 → 2012-12-18
  Chilton Capital Management Advisors Inc.
  Houston, TX

Other Businesses

1.FELICIANA CORPORTATION 2.NO 3.909 FANNIN SUITE 1640 HOUSTON, TX 77010 4.OIL & OPS 5.CURRENTLY 6. 7. 8.FAMILY BUSINESS;DIRECTOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-28
• S63 Uniform Securities Agent State Law Examination
  2001-09-07

Other Names

• David Milton Underwood
• David Milton Underwood