Chronos Wealth Management, L.L.C.

RIASEC RegisteredEst. 2019
Total AUM
$274M
Discretionary
$274M
100% of AUM
Avg account
$517K
Accounts
530
Employees
3
Advisory reps
2

Firm details

Headquarters
Clearwater, Florida
CRD number
299782
Registered since
May 30, 2019
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI79.37%
  • Individuals18.63%
  • Pension & Profit Sharing Plans2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Chronos Wealth Management, L.L.C. is an independent, SEC‑registered advisory firm (formed 2019) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and the selection of outside managers. Chronos also functions as an insurance broker and presents itself as a capital allocator—sourcing and allocating to third‑party managers rather than running a large proprietary product shelf. The firm is not identified as an active ESG investor and reports no multi‑state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 11%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 4%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds11%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • William Chamberlain

    William Chamberlain

    Financial AdvisorCRD 2112038

  • Nicole Gay

    Nicole Gay

    Compliance and Operations RiskCRD 4883977

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$356K in ETFs

Passive

100%

$356K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG)PassiveDerivative Income$356K7,050100.00%

Location

Primary office

Clearwater, FL

Pinellas

Location

Clearwater, FL

Headquartered in Clearwater, FL, in the South of the United States.

Region
South
County
Pinellas
Address
1432 Court St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth