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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2018
- Office Locations
- 1
Office Locations
About Chamberlain Financial Advisors, Inc.
Chamberlain Financial Advisors is an independent, fee-only fiduciary RIA based in Decatur, GA/Lake Oconee serving HENRY (High Earner Not Rich Yet) families with comprehensive financial planning and ongoing wealth management. Services include portfolio implementation/monitoring, tax-aware planning, divorce and college planning, and one-time plans. Portfolios primarily use public funds and ETFs; custodies with Altruist.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Joshua Masters Chamberlain
Chief Compliance Officer, Principal
- CRD
- #6905086
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TAMMY MARIE GRUEN
Lead Advisor
- CRD
- #7233426
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,618,985 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,618,985 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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