SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Chancellor Wealth Management, Inc.
Atlanta, GA
CRD 112918
Firm filing updated March 20, 2026 ·
- $174MAssets
- 2Advisory staff
- 399Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals119
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 119 | $172.9 million |
| Charitable organizations | Fewer than 5 clients | $637,620 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $465,583 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$174.0 million
- Accounts399
- Discretionary$168.7 million · 396 accounts
- Non-discretionary$5.2 million · 3 accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients101 to 250
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 112918, SEC file 801-126004.
- Registered with the SEC as an investment advisor (status date on record: June 30, 2022).
Is Chancellor Wealth Management, Inc. a fiduciary?
Short answer: Chancellor Wealth Management, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.