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Chancellor Wealth Management, Inc.

● SEC registered since 2022CRD 112918SEC# 801-126004Atlanta, GA
Export (members)
Reg. AUM
$148M
Employees
3
Accounts
368
Location
Atlanta, GA

Chancellor Wealth Management, Inc. assets under management

Chancellor Wealth Management, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2022. It reports $148 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/scott-clanton-cfpView on SEC.gov ↗

Chancellor Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Herschel Vincent Clanton ControlPresident, Chief Compliance Officer50-75%2002
Scott T Clanton ControlVice President50-75%2024

Frequently asked questions

How much does Chancellor Wealth Management, Inc. manage?

Chancellor Wealth Management, Inc. reports $148 million in regulatory assets under management on its Form ADV.

How many employees does Chancellor Wealth Management, Inc. have?

Chancellor Wealth Management, Inc. reports 3 employees.

Where is Chancellor Wealth Management, Inc. located?

Chancellor Wealth Management, Inc. is based in Atlanta, GA and has been SEC-registered since 2022.

Does Chancellor Wealth Management, Inc. disclose fund performance?

Chancellor Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Galleria Parkway SE, Suite 995, Atlanta, GA 30339
Phone770-661-0283
Office hours8:30a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$143.2M
Non-discretionary$4.8M
Total (RAUM)$148M