CHIEF ADVISORS CORP

Overview

Chief Advisors Corp is a small, client-focused advisory firm that manages concentrated equity allocations for individual and family clients and small businesses. The adviser runs a predominantly equity-oriented strategy, using exchange-traded equities as its primary building blocks while supplementing portfolios with mutual funds, fixed income instruments and annuities where appropriate. The firm charges typical percentage-of-AUM advisory fees and also offers hourly consulting arrangements, and it operates in conjunction with broker-dealer relationships and other adviser affiliates to deliver custody, trading and product access. Chief Advisors Corp manages portfolios on a discretionary basis and emphasizes liquid, tradable instruments—primarily ETFs and listed stocks—while reserving the ability to allocate to third‑party alternative managers and private or structured offerings when client suitability and liquidity needs permit. The firm is not identified as an ESG-focused manager in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices