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Chief Advisors Corp

Chief Advisors Corp. CRD 125261

Chief Advisors Corp logo

CRD: 125261

Chief Advisors Corp

Salina, KS, 67401
7858277700
$70.9M Total AUM
$70.9M Disc. AUM
-- 3Y CAGR
7 Employees
185 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Hilltop Securities · Interactive Brokers
Clients
Retail
Platforms
--
Established Date
01-01-2003
Office Locations
6

Office Locations

110 E. Iron AVE, Suite B Salina KS
313 N Seneca Ave., Suite 101 Wichita KS
945 E. 8TH St. Traverse City MI

About Chief Advisors Corp

Chief Advisors Corp is a Salina-based RIA with 6 offices. The firm has been operating for 23 years. Managing $70.9M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Hilltop Securities. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

64 AVG AGE
$10.1M AVG AUM / ADVISOR
$383.3K AVG AUM / CLIENT
12 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

North Eagle wave

Client Personas

Fusion

Investment Themes

Crest

Investment Vehicles

Radial

Platform

Legacy value

Services

Harbor Atlas Delta eagle Wave Vertex

Owner & Executives

J

JANIS M HAMMAN

DIRECTOR, Member Of Board Of Managers, President, Secretary, TREASURER

CRD
--
Ownership
75% or more
(413) 870-2951
matrix.matrix@elementcapital.com
in linkedin.com/in/capital-value
R

ROBERT LEE HAMMAN

Chief Compliance Officer, President

CRD
#827526
Ownership
Less than 5%
(203) 531-4852
wave.vital@fusioncapital.com
in linkedin.com/in/insight-eagle

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Contacts

T

THOMAS ALLAN COSGROVE

Business Development Manager

CRD
#1047934
(655) 866-2600
alpha.signal@crestcapital.com
in linkedin.com/in/summit-summit
T

TREVOR LYNN FETTERS

Owner, President

CRD
#4656274
(224) 844-2281
summit.signal@deltacapital.com
in linkedin.com/in/element-value
P

Prime harbor

Peak delta frontier

CRD
#16942
(946) 917-1268
harbor.delta@signalcapital.com
in linkedin.com/in/ember-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $70,917,900 --
Non-Discretionary $0 --
Total $70,917,900 --

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Separately Managed Accounts

Total SMA Asset: $70,917,900

$70.9M Total SMA
Equity - Exchange:
29.3%
Public Funds:
46.9%
Cash:
23.8%
Asset class Assets Assets %
Equity - Exchange $1,940,556,394 29.3%
Public Funds $3,106,214,843 46.9%
Cash $1,576,288,129 23.8%
Total $6,623,059,366 100.0%

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