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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RadialSummit pathway +more
- Established Date
- 09-21-2020
- Office Locations
- 2
Office Locations
About Dorval & Chorne Financial Advisors
Dorval & Chorne Financial Advisors is an independent, fiduciary planning firm helping individuals and workplace program participants make values-based financial decisions with clear, non-proprietary guidance. They offer ongoing financial planning and partner with leadership/HR teams to deliver scalable employee support. Investment management is largely ETF-based, with custody through Charles Schwab. Unique: their QoLa AI tool provides personalized insights for group programs.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL JAYE DORVAL
Chief Compliance Officer, President
- CRD
- #2966842
- Ownership
- 75% or more
JOHN THOMAS CHORNE
President, VICE PRESIDENT
- CRD
- #3227625
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
JULIA SHERIANN JEROME
--
- CRD
- #7301069
LEAH IRENE WOODLY
Financial Advisor, General Partner
- CRD
- #6350825
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,210,385 | $295,539 |
| Non-Discretionary | $36,641,563 | $62,742 |
| Total | $373,851,948 | $216,726 |
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Separately Managed Accounts
Total SMA Asset: $373,851,948
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $372,159,667 | 26.4% |
| Public Funds | $194,538,008 | 13.8% |
| Other | $479,296,541 | 34.0% |
| Cash | $363,701,494 | 25.8% |
| Total | $1,409,695,710 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT PRIME FOUNDATION | VECTOR OPTIMA | X5BF19NMV | VIHCB | 0.68% | $94,874,642 |
| ELEMENT ALPHA | CAPITAL TIMBER | AH0EQEAX2 | QMQW | 9.01% | $21,058,065 |
| EAGLE ELEMENT VECTOR | EMBER ELEMENT | 27W6KMZRT | XAQ | 12.03% | $87,149,049 |
| DELTA SUMMIT | MERIDIAN ZENITH | GZBTN3R4K | SLTQ | 10.69% | $10,520,752 |
| ATLAS SIGNAL ALPHA | VECTOR PRIME | 3DIDW7ZX7 | KVO | 5.29% | $16,480,867 |
| MOMENTUM SIGNAL VECTOR | MOMENTUM CATALYST | TS4ZSB4YR | IHKTK | 5.57% | $81,915,421 |
| LEGACY FRONTIER NORTH | CAPITAL ATLAS | 5Y4VFL7NO | ZUUH | 3.45% | $78,095,033 |
| DELTA FOUNDATION | VERTEX HARBOR | 7CTRN59NN | WKO | 5.80% | $58,956,554 |