CHAMBERS FINANCIAL GROUP, LLC.

Overview

Chambers Financial Group, LLC is a small, owner-run investment advisory and insurance broker focused on serving individual and family clients and small businesses. The firm manages client portfolios primarily on a discretionary basis and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management rather than institutional or pension consulting, and it does not market itself as an ESG investor or a multi-state adviser. Investment activity is concentrated in equity strategies, with a clear preference for exchange-traded vehicles. The firm appears to deploy separately managed account (SMA) equity allocations as its primary implementation sleeve, favoring liquid, traded securities and ETFs for core exposure. Chambers Financial Group also integrates insurance products into client solutions, reflecting its brokerage activity and a holistic approach to wealth planning for individual clients.

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Public Holdings

Investments & Alternatives

Location & Offices