CHANCELLOR WEALTH MANAGEMENT, INC.
Adviser information for CHANCELLOR WEALTH MANAGEMENT, INC. last updated from Form ADV on March 31st, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, 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 | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 361 | $111.4M |
| Non-Discretionary | 3 | $4.1M |
| Total | 364 | $115.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 70 | $22.9M |
| HNW Individuals | 36 | $91.6M |
| 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 | <5 | $539,322 |
| 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 | $433,645 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 58 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesSOLICITOR/REFERRAL FEES |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-126004 |
|---|---|
| SEC ERA File Number | 801-126004 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112918 |
| Legal Entity Identifier | None |
Principal Office
100 GALLERIA PARKWAY SESUITE 995
ATLANTA
GA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 770-661-0283, Fax: 1-888-479-7935
Chief Compliance Officer
HERSCHEL VINCENT CLANTON
PRESIDENT
100 GALLERIA PARKWAY SE
SUITE 995
ATLANTA
GA
United States
Tel:
770-661-0283
Fax:
1-888-479-7935
V****@*******************M
(Full email address available in API data)
Regulatory Contact
SCOTT T. CLANTON
VICE PRESIDENT
100 GALLERIA PARKWAY SE
SUITE 995
ATLANTA
GA
United States
Tel:
770-661-0283
Fax:
1-888-479-7935
S****@*******************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 |
|---|---|---|---|---|---|
| CLANTON, HERSCHEL, VINCENT | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 05/2002 | > 75% |