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| Keyboard |
| Chancellor Financial Group LP
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|
|---|---|
| CRD # | 159563 |
| SEC # | 801-117707 |
| CIK # | 0000894544 |
| AUM | 249.3 M (2026-03-16) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 570-822-4475 |
| Address | 60 Public Square Wilkesbarre, PA 18701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,252 | 86.1 |
| (b) Individuals (high net worth individuals) | 46 | 145.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 16.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,303 | 249.3 |
| By Discretionary | ||
| Discretionary | 1,160 | 176.4 |
| Non-Discretionary | 143 | 72.9 |
| Total | 1,303 | 249.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 249.0 | |
| Total | 1,303 | 249.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000894544] | |
| 10-Q | [0000894544] | |
| 4 | [0000894544] | |
| 8-K | [0000894544] | |
| D | [0000894544] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Chancellor Group Inc | |
| Koala Pictures PTY Ltd |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Chancellor Group Inc CHAG
Common Stock
|
2012-04-30 | Grant | 500,000 | $0.03 | 15,000 |
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|---|---|---|
|
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|
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Oxenfree Capital LLC
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|
Summit Wealth Management Group Inc
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Calabasas Advisory Group LLC
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|
Northill AIMS LLC
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TX | 249.5 M |
|
Cassedy Financial Group Inc
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|
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|
The Clifford Group LLC
✚
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MA | 248.3 M |