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)
Compensation % of AUM
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-116711
SEC ERA File Number 801-116711
SEC CIK Numbers 1801792
SEC CRD Numbers 299782
Legal Entity Identifier None

Principal Office

1432 COURT STREET
CLEARWATER
FL
United States
Monday - Friday, 9:00 AM-5:00 PM
Tel: (727) 446-2306, Fax: N/A

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
(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
(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

105020192020202120222023202420253 on 4/30/20193 on 6/3/20193 on 12/9/20193 on 2/4/20203 on 4/7/20203 on 5/28/20203 on 6/1/20203 on 11/19/20203 on 2/4/20213 on 6/7/20213 on 7/27/20212 on 2/14/20223 on 3/13/20233 on 10/4/20233 on 1/22/20243 on 2/9/20243 on 2/26/2024

RAUM, Historic

300M150M02019202020212022202320242025142993256 on 4/30/2019142993256 on 6/3/2019142993256 on 12/9/2019149946691 on 2/4/2020149946691 on 4/7/2020149946691 on 5/28/2020149946691 on 6/1/2020149946691 on 11/19/2020173627918 on 2/4/2021173627918 on 6/7/2021173627918 on 7/27/2021209657000 on 2/14/2022172846672 on 3/13/2023172846672 on 10/4/2023210281976 on 1/22/2024210281976 on 2/9/2024210281976 on 2/26/2024

No. Clients, Historic

60030002019202020212022202320242025222 on 4/30/2019222 on 6/3/2019222 on 12/9/2019224 on 2/4/2020224 on 4/7/2020224 on 5/28/2020224 on 6/1/2020224 on 11/19/2020221 on 2/4/2021221 on 6/7/2021221 on 7/27/2021236 on 2/14/2022530 on 3/13/2023530 on 10/4/2023527 on 1/22/2024527 on 2/9/2024527 on 2/26/2024

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