Cronkhite Wealth Strategies

Overview

Cronkhite Wealth Strategies is a small, independent registered investment adviser that operates as a capital allocator for a mix of individual, family and institutional clients. The firm emphasizes fee-based financial planning and the selection of outside advisers, and it also conducts insurance brokerage activity. Filings show the adviser manages client relationships on a non-discretionary basis, which suggests the team focuses on plan development, ongoing advice and adviser selection rather than centralized portfolio trading authority. Investment activity centers on pooled public funds—primarily mutual funds—rather than direct-stock trading or proprietary model portfolios. The firm is not identified as an active ESG investor and it is structured as a single-state adviser. Cronkhite Wealth Strategies charges clients via a combination of percentage-of-AUM and fixed-fee arrangements, a setup that aligns with its advisory and planning focus.

Assets & Accounts

Investments & Alternatives

Location & Offices