C
CRD: 169565
Chester Financial Services LLC
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Meridian waveRidge
- Established Date
- 11-22-2013
- Office Locations
- 1
Office Locations
-- Fredericktown OH
About Chester Financial Services LLC
Chester Financial Services is an Ohio-registered RIA providing fiduciary investment advice plus financial planning and strategy sessions for individuals and families, with an emphasis on long-term goals and financial education. Portfolios use public funds and ETFs supported by asset-allocation and portfolio-construction work. Founder-led by Robert M. Chester; uses Altruist as a custodian.
Team overview
-- AVG AGE
$11.6M AVG AUM / ADVISOR
$155.2K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Atlas fusion Summit Frontier vector Zenith bridge Capital fusion Pioneer meridian
Client Personas
Wave ember
Custodian
Prime Ember element Meridian momentum Optima value Meridian ember Alpha timber Value element
Investment Themes
Vector Insight Crest value
Investment Vehicles
Vital Delta
Platform
Matrix oak
Services
Atlas Capital Zenith Crest Signal oak Vertex horizon Alpha insight
Technology
Vector Eagle
Owner & Executives
ROBERT M CHESTER
Chief Compliance Officer, Chief Executive Officer, Owner, President
- CRD
- #4673967
- Ownership
- 75% or more
(906) 879-9491
summit.horizon@elementcapital.com
in linkedin.com/in/north-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,638,935 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,638,935 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,638,935
Equity - Exchange:
38.5% Public Funds:
34.9% Cash:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,243,445,660 | 38.5% |
| Public Funds | $2,940,162,429 | 34.9% |
| Cash | $2,240,926,092 | 26.6% |
| Total | $8,424,534,181 | 100.0% |