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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaPeak pathway +more
- Established Date
- 12-01-2020
- Office Locations
- 2
Office Locations
About Chrome Advisors
Chrome Advisors is a San Francisco RIA providing wealth management and financial planning for tech executives and creatives, acting as a personal CFO across investments, taxes, and major life decisions. The team specializes in equity-compensation planning (ISOs/NQSOs, RSUs, ESPP, SARs) and emphasizes due diligence, simplicity, and safeguarding wealth, delivered through a fully digital client experience with portal access. Custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VIRGILIO BENEDICTO CRISTOBAL JR
Advisor, Managing Member
- CRD
- #4662399
- Ownership
- 75% or more
LISA MIRELES SHINHIRA
Advisor, Chief Compliance Officer
- CRD
- #5268024
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,000,000 | $446,043 |
| Non-Discretionary | $28,000,000 | $288,660 |
| Total | $152,000,000 | $405,333 |
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Separately Managed Accounts
Total SMA Asset: $152,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $161,579,360 | 20.0% |
| Equity - OTC | $70,287,022 | 8.7% |
| Equity - Exchange | $125,224,004 | 15.5% |
| Cash | $232,674,278 | 28.8% |
| U.S. Government/Agency | $218,132,136 | 27.0% |
| Total | $807,896,800 | 100.0% |