Chevron Financial

Overview

Chevron Financial is a small, independent RIA that focuses on individualized financial planning and portfolio management for private clients and families. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, pension consulting—and client education through seminars and workshops with licensed insurance brokerage capabilities. Its business model blends fee-based investment advisory work (percentage of AUM and fixed fees) with insurance solutions, which lets the adviser integrate annuities and other insurance products into client plans. Investment activity is equity‑centric. The practice shows a strong preference for exchange‑traded securities, with most client portfolios allocated to listed equities and ETFs. Given the firm’s insurance brokerage role and use of annuities, insurance‑linked solutions appear to be used as complements to the equity sleeve rather than a dominant allocation. The adviser does not position itself as an ESG-focused investor and operates with a single-office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices