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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- SummitUnison
- Established Date
- 11-15-2022
- Office Locations
- 1
Office Locations
About Chevron Financial
Chevron Financial is a Pineville, NC-based independent RIA serving retail clients with collaborative financial planning and investment management. The firm emphasizes an iterative “learn, plan, execute, evaluate” process and uses Nitrogen (Riskalyze) risk scoring to compare clients’ current portfolios with proposed allocations. Portfolios are primarily ETF-based, with planning services that can include tax, estate, insurance, and business succession considerations.
Team overview
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Investment Themes
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Owner & Executives
Bradford Andrew Russell
Founder, MANGER, Owner
- CRD
- #7548871
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,673,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,673,736 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,673,736
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $882,703,716 | 34.9% |
| Cash | $822,002,028 | 32.5% |
| Equity - OTC | $824,531,265 | 32.6% |
| Total | $2,529,237,009 | 100.0% |