CHB INVESTMENT GROUP, LLC
Adviser information for CHB INVESTMENT GROUP, LLC last updated from Form ADV on January 10th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 682 | $185.8M |
| Non-Discretionary | 0 | $0 |
| Total | 682 | $185.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 86 | $28.0M |
| HNW Individuals | 80 | $153.8M |
| 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 | 0 | $0 |
| 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 | $4.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 185.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| CHB INVESTMENT GROUP WRAP FREE PROGRAM | CHB INVESTMENT GROUP |
Identifiers
| SEC RIA File Number | 801-120852 |
|---|---|
| SEC ERA File Number | 801-120852 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313354 |
| Legal Entity Identifier | None |
Principal Office
31 NORTH MAIN STREETNEW HOPE
PA
United States
Monday - Friday, 8:30 - 5:00
Tel: 215-862-6900, Fax: 215-862-5700
Websites
Chief Compliance Officer
CHRIS
BRASHIER
31 NORTH MAIN STREET
NEW HOPE
PA
United States
Tel:
215-862-6900
C**@*********************M
(Full email address available in API data)
Regulatory Contact
ASHLEIGH SWAYZE
COUNSEL
660 NEWTOWN YARDLEY ROAD
SUITE 105
NEWTOWN
PA
United States
Tel:
6463953900
I***@************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 |
|---|---|---|---|---|---|
| BRASHIER, CHRISTOPHER, HAMILTON | Individual | – | MANAGING MEMBER AND CCO | 03/2021 | > 75% |