CHANCELLOR WEALTH MANAGEMENT, INC.

Overview

Chancellor Wealth Management, Inc. is an independent registered investment adviser focused on serving individual and family clients. The firm operates as a capital allocator, selecting third‑party managers and pooled vehicles rather than acting exclusively as an in‑house asset producer. Its advisory mix centers on financial planning and portfolio management for individuals and small businesses, with the added capability to select other advisers when clients require specialized manager access. Insurance brokerage is part of the firm’s business activities, and its fee arrangements are flexible—charging a percentage of assets under management, hourly fees, fixed fees and other fee structures depending on client engagement. The adviser is not positioned as an ESG investor and is not registered as a multi‑state adviser. It became SEC‑registered in 2022 and is owned at the individual level. The firm’s model appears to emphasize pooled public funds as the primary building blocks for client portfolios while maintaining the ability to place capital in third‑party alternatives when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices