$840.4M Total AUM
$837.8M Disc. AUM
-- 3Y CAGR
23 Employees
549 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Crest frontierDelta +more
- Established Date
- 11-30-2017
- Office Locations
- 5
Office Locations
-- Decatur GA
-- Graylake IL
-- Hillsborough NC
About Chicory Wealth
Chicory Wealth is a fee-only, all-virtual advisory firm helping clients integrate money and meaning through financial planning and investment management. The team focuses on aligning portfolios with clients’ vision for a more just and sustainable world, including ESG/impact-oriented implementation using vehicles such as ETFs and mutual funds. Custody includes Fidelity/NFS. Certified B Corp.
Team overview
45 AVG AGE
$70.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
5.2 yrs AVG TENURE
23 Employees
12 Advisory Reps
12 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Legacy unison Matrix horizon Capital Foundation Wave vector Ridge Frontier glacier
Client Personas
Momentum
Custodian
Vertex eagle Unison Beacon Foundation vector Value Fusion harbor Eagle North Timber peak Foundation
Investment Themes
Focus summit Element Pioneer Matrix Focus
Investment Vehicles
Signal optima Delta radial
Platform
Capital pathway Oak
Services
Element vertex Ember bridge Atlas Catalyst Fusion Focus prime Timber Fusion horizon Frontier
Technology
Eagle Radial Prime
Owner & Executives
MARY BARBARA SHALTIS
Financial Advisor, FINANCIAL PLANNER, Owner, Partner
- CRD
- #6217165
- Ownership
- 10% but less than 25%
(800) 742-6514
catalyst.horizon@bridgecapital.com
in linkedin.com/in/glacier-pioneer
Daniel Robert Kirslis
Financial Advisor
- CRD
- #6856306
- Ownership
- 5% but less than 10%
(679) 883-2158
signal.peak@ridgecapital.com
in linkedin.com/in/peak-catalyst
E
Ember signal
Timber eagle ember
- CRD
- #55090
- Ownership
- 30.7%
(347) 677-2806
pathway.crest@radialcapital.com
in linkedin.com/in/horizon-zenith
Showing 2 of 6 owners & executives
Unlock allContacts
E
Eric James Benzel-Ward
--
- CRD
- #8073614
(939) 373-1080
foundation.signal@elementcapital.com
in linkedin.com/in/value-harbor
E
Emily Marie Deer
--
- CRD
- #7832745
(739) 967-4691
legacy.radial@quantumcapital.com
in linkedin.com/in/optima-matrix
P
Pioneer harbor
Vertex catalyst
- CRD
- #87789
(590) 923-5606
zenith.meridian@deltacapital.com
in linkedin.com/in/peak-crest
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $837,836,139 | $381,355 |
| Non-Discretionary | $2,543,929 | $231,266 |
| Total | $840,380,068 | $380,607 |
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Separately Managed Accounts
Total SMA Asset: $840,287,015
Equity - Exchange:
14.5% Public Funds:
20.4% Cash:
34.1% Equity - OTC:
7.3% Municipal Bonds:
23.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $760,881,422 | 14.5% |
| Public Funds | $1,070,481,449 | 20.4% |
| Cash | $1,789,383,207 | 34.1% |
| Equity - OTC | $383,064,440 | 7.3% |
| Municipal Bonds | $1,243,647,566 | 23.7% |
| Total | $5,247,458,084 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST LEGACY MATRIX | RIDGE CREST | OY9OPOK84 | ORF | 5.39% | $29,224,988 |
| GLACIER HORIZON MATRIX | VITAL UNISON | 17H8DRF1U | RPIJ | 11.11% | $80,857,412 |
| SIGNAL CATALYST | VALUE PRIME | KE6M05UI9 | WFQAL | 5.19% | $94,607,782 |
| RADIAL PEAK | CATALYST LEGACY | HWBR3WVJT | BVOL | 3.98% | $107,624,394 |
| SUMMIT EAGLE | ELEMENT PIONEER | 8TEP6AAUG | FKIA | 12.58% | $50,411,082 |
| PRIME NORTH | OPTIMA EMBER | AMSBRGDMR | LGJ | 2.32% | $14,480,062 |
| DELTA QUANTUM | TIMBER PEAK | U7KTHRLP2 | WSTCM | 2.42% | $81,222,693 |
| OAK HORIZON CATALYST | ZENITH ATLAS | 5QHAU8I6G | VWNV | 4.73% | $41,770,991 |