CHROME ADVISORS

RIASEC RegisteredEst. 2024

Total AUM

$152M

Discretionary

$124M

82% of AUM

Avg account

$405K

Accounts

375

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 311539
Registered since: March 28, 2024
Website: www.chromeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.12%
Individuals12.57%
Insurance Companies3.62%
Pension & Profit Sharing Plans2.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Chrome Advisors is an independent, individual-owned registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both high-net-worth individuals and families as well as institutional clients, and identifies itself as a capital allocator that directs client capital to external managers. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among listed services. Chrome Advisors charges fees by percentage of assets under management and also uses hourly and fixed fees for certain engagements. The firm reports that it is not an active ESG investor and is not designated as a multi-state adviser. Chrome Advisors maintains an industry affiliation with an insurance company, which may inform some of its product use and client solutions. The firm positions itself to blend discretionary portfolio management with consultative services and third-party manager selection rather than operating as a product manufacturer.