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Chancellor Wealth Management, Inc.

Chancellor Wealth Management, Inc.. CRD 112918

Chancellor Wealth Management, Inc. logo

CRD: 112918

Chancellor Wealth Management, Inc.

Atlanta, GA, 30339
7706610283
chancellorwealth.com
$174.0M Total AUM
$168.7M Disc. AUM
21.7% 3Y CAGR
3 Employees
154 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
Glacier northSignal value +more
Established Date
03-05-2001
Office Locations
1

Office Locations

100 Galleria Parkway SE Suite 995 Atlanta GA

About Chancellor Wealth Management, Inc.

Chancellor Wealth Management is an Atlanta-based fiduciary RIA providing comprehensive financial planning and investment management for individuals and business owners nationwide. The firm builds portfolios around asset allocation and risk management, using public funds and ETFs where appropriate. Founded in the early 2000s, it supports both in-person relationships and a fully virtual planning experience; custody includes Charles Schwab.

Team overview

47 AVG AGE
$87.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
18.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Momentum Bridge pathway Delta

Client Personas

Oak north Bridge Peak

Custodian

Crest ember Pathway beacon Matrix Value beacon

Investment Themes

Bridge Oak Element Beacon

Investment Vehicles

Ember element

Platform

Pathway radial Prime legacy Radial

Services

Frontier alpha Peak prime Oak ridge Eagle legacy Vertex Wave zenith Value focus Zenith focus Atlas eagle

Technology

Matrix vertex Foundation Matrix

Owner & Executives

HERSCHEL VINCENT CLANTON

HERSCHEL VINCENT CLANTON

Chief Compliance Officer, President, Principal

CRD
#2772945
Ownership
50% but less than 75%
(601) 554-3560
prime.alpha@quantumcapital.com
in linkedin.com/in/alpha-eagle
SCOTT T CLANTON

SCOTT T CLANTON

Investment Advisor Representative, VICE PRESIDENT

CRD
#6376909
Ownership
50% but less than 75%
(648) 623-9383
north.glacier@pathwaycapital.com
in linkedin.com/in/optima-focus

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-13-2022
03-25-2023
06-05-2024
03-28-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $168,723,968 $426,071
Non-Discretionary $5,249,104 $1,749,701
Total $173,973,072 $436,023

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Separately Managed Accounts

Total SMA Asset: $173,973,072

$174.0M Total SMA
Public Funds:
38.0%
Cash:
27.6%
Equity - Exchange:
10.4%
U.S. Government/Agency:
24.0%
Asset class Assets Assets %
Public Funds $314,308,371 38.0%
Cash $228,287,133 27.6%
Equity - Exchange $86,021,238 10.4%
U.S. Government/Agency $198,510,550 24.0%
Total $827,127,292 100.0%

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