Hanna Grace Vincent
Investment adviser representative at Chi-rho Financial, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
14 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Chi-rho Financial, LLCOct 2025 to now
- UnknownMay 2025 to Oct 2025
- The Alexander Hamilton SocietyMay 2024 to Aug 2024
- Caren West PrMay 2023 to Aug 2023
- MetrofreshMay 2022 to Aug 2022
- Wake Forest UniversityAug 2021 to May 2025
- Stone Summit, LLCMay 2021 to Aug 2021
- Pace AcademyAug 2017 to May 2021
- StudentOct 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Chi-rho Financial, LLC
$1.4BAssets managed
5Clients
5Advisers
14 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
- 8178094
- Firm CRD
- 138947