C
CRD: 337228
Chadwick Financial
Colleyville, TX, 76034
8175532480
$61.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
167 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2016
- Office Locations
- 1
Office Locations
6513 Colleyville Boulevard Suite 200 Colleyville TX
About Chadwick Financial
Chadwick Financial is a Colleyville-based RIA. The firm has been operating for 9 years. Managing $61.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
48 AVG AGE
$30.5M AVG AUM / ADVISOR
$365.3K AVG AUM / CLIENT
3.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Crest
Client Personas
Glacier
Investment Themes
Focus Value quantum
Investment Vehicles
Crest
Services
Focus vector Fusion bridge Pioneer
Owner & Executives
CHAD WILLIAM GOLSETH
--
- CRD
- #2754547
- Ownership
- 75% or more
(819) 625-2103
legacy.bridge@catalystcapital.com
in linkedin.com/in/vital-peak
M
MARIA ANITA GOLSETH
DIRECTOR, Owner
- CRD
- #6165084
- Ownership
- Less than 5%
(950) 845-5643
element.beacon@vectorcapital.com
in linkedin.com/in/eagle-wave
Showing 2 of 2 owners & executives
Unlock allContacts
J
JACOB MERRILL GOLSETH
--
- CRD
- #7223611
(218) 667-2125
ridge.wave@momentumcapital.com
in linkedin.com/in/momentum-harbor
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $61,000,000 | -- |
| Total | $61,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,000,000
Equity - Exchange:
50.3% Cash:
37.1% Public Funds:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,118,019,351 | 50.3% |
| Cash | $1,562,197,176 | 37.1% |
| Public Funds | $530,557,531 | 12.6% |
| Total | $4,210,774,058 | 100.0% |