Chief Advisors Corp

RIASEC Registered
Total AUM
$70.9M
Discretionary
$70.9M
100% of AUM
Avg account
$383K
Accounts
185
Employees
7
Advisory reps
8

Firm details

Headquarters
Salina, Kansas
CRD number
125261
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals76.99%
  • HNWI23.01%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Chief Advisors Corp is a corporation operating as a non-independent retail registered investment adviser that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and charges clients on a percentage-of-assets basis and for some work on an hourly-fee basis. It is owned by an individual and lists affiliations with broker-dealer and other investment adviser activities. Chief Advisors Corp does not identify as an active ESG investor, is not positioned as a capital allocator, and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 7%78%
  • Exchange Traded Equities78%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents7%

Contacts

3 of 8
  • Thomas Cosgrove

    Investment Advisor RepresentativeCRD 1047934

  • Janis Hamman

    SecretaryCRD 1837290

  • Robert Hamman

    Robert Hamman

    PresidentCRD 827526

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Salina, KS

Saline

Location

Salina, KS

Headquartered in Salina, KS, in the Midwest of the United States.

Region
Midwest
County
Saline
Address
110 E Iron Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth