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Chronos Wealth Management, L.l.c.

Chronos Wealth Management, L.l.c.. CRD 299782

Chronos Wealth Management, L.l.c. logo

CRD: 299782

Chronos Wealth Management, L.l.c.

Clearwater, FL, 33756
7274462306
$274.0M Total AUM
$274.0M Disc. AUM
-- 3Y CAGR
3 Employees
223 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Raymond James
Clients
Retail and Institutional
Platforms
--
Established Date
02-12-2019
Office Locations
1

Office Locations

1432 Court Street Clearwater FL

About Chronos Wealth Management, L.l.c.

Chronos Wealth Management is a Clearwater, FL wealth manager providing comprehensive planning and investment management, coordinating with clients’ attorneys and accountants. Serves business owners, corporate executives, families, retirees, nonprofits, and endowments/foundations. Portfolios are implemented largely with ETFs with a sleeve of investment-grade corporate bonds, and custody is through Raymond James.

Team overview

-- AVG AGE
$137.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Zenith quantum Vital glacier Value beacon Eagle signal Radial Ember legacy Atlas Insight Legacy harbor Pathway

Client Personas

Summit beacon Meridian legacy

Custodian

Ember radial Legacy Radial focus Legacy pioneer Pathway capital Legacy pioneer Insight unison Value Eagle

Investment Themes

Meridian Insight vital Legacy ember

Investment Vehicles

Optima crest

Services

Beacon Ember Eagle atlas Momentum Wave Foundation Signal delta Quantum signal Zenith North Element Zenith optima

Owner & Executives

W

WILLIAM WALLACE CHAMBERLAIN

Financial Advisor, Managing Member

CRD
#2112038
Ownership
75% or more
(330) 323-2249
ember.signal@primecapital.com
in linkedin.com/in/radial-vital
NICOLE RENEE CHAMBERLAIN

NICOLE RENEE CHAMBERLAIN

Chief Compliance Officer, Financial Advisor, General Partner

CRD
#4883977
Ownership
Less than 5%
(372) 762-4195
timber.atlas@foundationcapital.com
in linkedin.com/in/summit-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-14-2022
10-04-2023
02-26-2024
10-23-2025
02-19-2026
Category Assets AVG. Account size
Discretionary $274,039,062 $517,055
Non-Discretionary $0 --
Total $274,039,062 $517,055

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Separately Managed Accounts

Total SMA Asset: $274,039,062

$274.0M Total SMA
Equity - Exchange:
29.8%
Corporate - Investment Grade:
43.0%
Public Funds:
16.9%
Cash:
10.3%
Asset class Assets Assets %
Equity - Exchange $94,617,773 29.8%
Corporate - Investment Grade $136,529,001 43.0%
Public Funds $53,659,073 16.9%
Cash $32,703,458 10.3%
Total $317,509,305 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EMBER CAPITAL HORIZON EMBER BRIDGE CYKH6SY5B OFY 9.86% $41,415,651
LEGACY VERTEX HORIZON FOUNDATION FOUNDATION G3EVIKTFT YGLE 10.35% $25,857,255
PATHWAY GLACIER UNISON ZENITH RADIAL BX5RG5D5C RMOO 8.59% $93,567,603
DELTA SUMMIT HARBOR HORIZON FOCUS 1PTS0L564 DPDB 3.74% $95,457,206
HORIZON FRONTIER UNISON FOCUS OW1OREFVT VIKUZ 2.64% $35,824,313
BEACON FOUNDATION CAPITAL VERTEX MERIDIAN EFK0DXDBC BYAX 3.64% $88,338,059
MERIDIAN VALUE RADIAL FUSION 4VU1EIWJY ACBRQ 4.07% $41,964,835
ALPHA UNISON FOUNDATION HORIZON MJJ1YCPVO MKYY 11.64% $76,919,158

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