CHRONOS WEALTH MANAGEMENT, L.L.C.
Adviser information for CHRONOS WEALTH MANAGEMENT, L.L.C. last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 527 | $210.3M |
Non-Discretionary | 0 | $0 |
Total | 527 | $210.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 434 | $105.6M |
HNW Individuals | 62 | $90.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $4.0M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 5 | $6.3M |
Other | 24 | $4.5M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUM |
Other Business Activities | Insurance broker or agent |
Principal Office
1432 COURT STREETCLEARWATER
FL
United States
Monday - Friday, 9:00 AM-5:00 PM
Tel: (727) 446-2306, Fax: N/A
Websites
Chief Compliance Officer
NICOLE RENEE GAY
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
1432 COURT STREET
CLEARWATER
FL
United States
Tel:
727-446-2306
Fax:
727-445-3449
N******@************M
(Full email address available in API data)
Regulatory Contact
WILLIAM WALLACE CHAMBERLAIN
MANAGING MEMBER
1432 COURT STREET
CLEARWATER
FL
United States
Tel:
727-446-2306
Fax:
727-445-3449
B**************@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CHAMBERLAIN, WILLIAM, WALLACE | Individual | – | MANAGING MEMBER | 09/2017 | > 75% |
GAY, NICOLE, RENEE | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 3M | 6K | – |
ALPHABET INC | CAP STK CL A | 246K | 1K | – |
ALPHABET INC | CAP STK CL C | 13M | 68K | – |
AMAZON COM INC | COM | 10M | 54K | – |
AMERICAN ELEC PWR CO INC | COM | 219K | 3K | – |
APPLE INC | COM | 13M | 61K | – |
AUTOMATIC DATA PROCESSING IN | COM | 375K | 2K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 9M | 23K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | – |
BHP GROUP LTD | SPONSORED ADS | 388K | 7K | – |
BLACKROCK INC | COM | 2M | 3K | – |
COSTCO WHSL CORP NEW | COM | 7M | 8K | – |
CSX CORP | COM | 531K | 16K | – |
DIGITAL RLTY TR INC | COM | 5M | 30K | – |
ELI LILLY & CO | COM | 21M | 24K | – |
FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 1M | 25K | – |
HOME DEPOT INC | COM | 7M | 20K | – |
ILLINOIS TOOL WKS INC | COM | 5M | 22K | – |
ISHARES TR | S&P 100 ETF | 265K | 1K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1M | 24K | – |
JOHNSON & JOHNSON | COM | 5M | 34K | – |
JPMORGAN CHASE & CO. | COM | 8M | 41K | – |
KINDER MORGAN INC DEL | COM | 372K | 19K | – |
LOCKHEED MARTIN CORP | COM | 5M | 12K | – |
LULULEMON ATHLETICA INC | COM | 667K | 2K | – |
META PLATFORMS INC | CL A | 285K | 565 | – |
MICROCHIP TECHNOLOGY INC. | COM | 713K | 8K | – |
MICROSOFT CORP | COM | 14M | 31K | – |
MOODYS CORP | COM | 392K | 931 | – |
NVIDIA CORPORATION | COM | 208K | 2K | – |
PNC FINL SVCS GROUP INC | COM | 3M | 20K | – |
PROCTER AND GAMBLE CO | COM | 6M | 34K | – |
RTX CORPORATION | COM | 4M | 37K | – |
SOUTHERN CO | COM | 7M | 84K | – |
STRYKER CORPORATION | COM | 6M | 18K | – |
UNITEDHEALTH GROUP INC | COM | 9M | 17K | – |
US BANCORP DEL | COM NEW | 396K | 10K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 242K | 484 | – |
VISA INC | COM CL A | 8M | 31K | – |
XCEL ENERGY INC | COM | 614K | 11K | – |