CHANCELLOR WEALTH MANAGEMENT, INC.
  • CHANCELLOR WEALTH MANAGEMENT, INC.
  • THE CHANCELLOR GROUP, INC.

Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 06/30/2022
Other registrations (5)
ADV Location ATLANTA, GA, United States
Contact Info 770 xxxxxxx
Websites
AUM* 173,973,072 51%
of that, discretionary 168,723,968 51%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 436,023 37%
% High Net Worth < 0.01% -100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

169M 145M 121M 96M 72M 48M 24M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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