CHC Financial Solutions, LLC

RIAState Registered

Total AUM

$74.6M

Discretionary

$69.5M

93% of AUM

Avg account

$379K

Accounts

197

Employees

Advisory reps

Firm details

Headquarters: Rockville, Maryland
CRD number: 339881
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI58.43%
Individuals34.15%
Corporations / Businesses6.82%
Pension & Profit Sharing Plans0.6%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CHC Financial Solutions, LLC is an independent, individually owned advisory firm organized as an LLC that serves both individuals/families and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with services that include pension consulting and selection of other advisers. It also provides accounting-related services and maintains an affiliation with an insurance company. CHC acts as a capital allocator and charges clients via a mix of percentage-of-AUM, fixed fees and other fee arrangements. The firm is not an active ESG investor.