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Chad Eugene Krieg

Investment adviser representative at Pence Capital Management, LLC
22 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

22 years in the industry.

  1. Pence Capital Management, LLCAug 2020 to now
  2. LPL Financial, LLCMay 2006 to now
  3. Pence Wealth ManagementApr 2004 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (CA).

Pence Capital Management, LLC

$1.5BAssets managed
9Clients
7Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4863378
Firm CRD
281739
Advisor's SEC record (opens in a new tab)
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