Data / Investment advisers / Georgia / Chancellor Wealth Management, Inc.
Chancellor Wealth Management, Inc., Atlanta, GA: $174 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Chancellor Wealth Management, Inc. is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $174 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 112918
- SEC file number
- 801-126004
- SEC status
- Approved, effective June 30, 2022
- Main office
- 100 Galleria Parkway Se Suite 995, Atlanta, GA 30339
- Phone
- (770) 661-0283
- Regulatory AUM
- $173,973,072 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $168,723,968
- Non discretionary AUM
- $5,249,104
- Accounts
- 399
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 119 | $172.9 million |
| Charitable organizations | Fewer than 5 | $637,620 |
| Corporations or other businesses | Fewer than 5 | $465,583 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $174 million | March 20, 2026 |
| December 1, 2025 | $148 million | March 28, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Xception Family Office | Atlanta | $189.3 million | Not listed | adviserinfo.sec.gov |
| Wright Wealth LLC | Atlanta | $188.5 million | Not listed | adviserinfo.sec.gov |
| Ash Investment Partners, LLC | Atlanta | $185.7 million | 1 | adviserinfo.sec.gov |
| George M. Hiller Companies, LLC | Atlanta | $183 million | Not listed | adviserinfo.sec.gov |
| True Square Financial LLC | Atlanta | $178.8 million | Not listed | adviserinfo.sec.gov |
| The Keystone Financial Alliance, LLC | Atlanta | $164.7 million | Not listed | adviserinfo.sec.gov |
| Gutt Financial Management, LLC | Atlanta | $162.1 million | Not listed | adviserinfo.sec.gov |
| Martinwright Advisory, LLC | Atlanta | $160.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving charitable organizations
- Chancellor Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.