CRD: 286148
Chancellor Financial Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-04-2017
- Office Locations
- 1
Office Locations
About Chancellor Financial Services, Inc.
Chancellor Financial Services, Inc. is an Orland Park, IL registered investment adviser providing financial planning and ongoing portfolio management, including insurance and legacy/estate and tax-planning coordination. The firm serves retail investors (including entrepreneurs) with diversified allocations using ETFs and mutual funds, and offers online appointment booking plus a risk-score tool; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 109 clients, or 109 clients per representative. That equates to $283.3K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on May 11, 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
- Platform
- Services
- Technology
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The full Chancellor Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Karen Prescia Dowling
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #6635097
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,877,957 | -- |
| Non-Discretionary | $232 | -- |
| Total | $30,878,189 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Chancellor Financial Services, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.