CRD: 159563
Chancellor Financial Group WB LP
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-13-2012
- Office Locations
- 3
Office Locations
About Chancellor Financial Group WB LP
Chancellor Financial Group (Wilkes-Barre, PA) is an independent wealth management firm providing customized portfolio management and retirement planning through a disciplined investment research process. The team also delivers life, health and disability coverage plus employer benefits, including group plans and 401(k) plan administration. Open-architecture approach with access to 75+ insurance carriers and a dedicated underwriting team.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 16, 2026, reported AUM increased 15.4%, from $216.1M to $249.3M.
Across 5 reported observations, AUM increased 35.0% between November 16, 2022 and March 16, 2026, from $184.7M to $249.3M.
Of the latest reported AUM, 70.8% is discretionary and 29.2% is non-discretionary.
The firm reports 6 advisory representatives and 1,298 clients, or 216.3 clients per representative. That equates to $192.1K in reported AUM per client.
The profile lists 3 reported office locations and 14 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Chancellor Financial Group WB LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TERRENCE WINSTON CASEY
President, Vice President
- CRD
- #1433590
- Ownership
- 25% but less than 50%
MICHAEL DAVIS CASEY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEAN MARIE BAUN
Investment Advisor
- CRD
- #4342193
STEVEN MICHAEL DAVIDOWITZ
Investment Advisor Representative
- CRD
- #4761539
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,413,081 | $152,080 |
| Non-Discretionary | $72,892,267 | $509,736 |
| Total | $249,305,348 | $191,332 |
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Separately Managed Accounts
SMA allocation detail is available
Chancellor Financial Group WB LP has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.