Chronim Investments Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Chronim Investments Inc
CRD #120943
SEC #801-110026
CIK #
AUM 228.1 M (2026-06-08)
Employees 4 (100% Investors, 0% Brokers)
Fees
Minimum
Phone214-220-0055
Address100 Decker Court
Irving, TX 75062
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($M)
2502001501005002004201120192027
Fees and Compensation — Form ADV Part 2A (6/8/2026) [Brochure]
ITEM 5            FEES AND COMPENSATION
SNIDER INVESTMENT METHOD WORKSHOP
The Snider Investment Method Online Course is $499. Any discounts and/or promotional offers on any
of our services are offered at our discretion. We may also reduce or waive fees for workshop attendance
for family and friends of our employees or certain vendors and associates of Snider Advisors. For 30 days
after initial enrollment in the course, clients have full access to all services at no additional charge. Your
payment is due the day you sign up for the online course. A client may request a full refund for any
payment within 30 days of the charge. After 30 days, clients can decide the appropriate level of service
for their future needs or cancel all services. Snider Advisors reserves the right to negotiate individual fee
agreements and/or run fee discounts or limited time specials on pricing.

SNIDER ADVISORS COPILOT
The fee for CoPilot is $49.99 per month.
SNIDER ADVISORS AUTOPILOT (NON-DISCRETIONARY MANAGEMENT)
The annualized fee for AutoPilot non-discretionary management services will be charged as a
percentage of assets under management, according to the following schedule:

Assets Under Management                                    Annual Fee
Less than $1,500,000                                          0.75%
Greater than $1,500,000                                       0.50%

AutoPilot is billed monthly, in arrears. The fees are based upon the asset value as of the end of the month
as it appears on the brokerage statement. The fee for each month for all the accounts owned by one
individual or one trust is subject to a maximum, which is the fee for the smallest asset value for the next
level. For example, accounts under $1,500,000 will pay 1/12 of 0.75%, but not more than 1/12 of 0.50%
of $1,500,000. All the accounts owned by a client, spouse, and minor children are aggregated to
determine the fee percentage. Fees are prorated by days in any period in which the services terminate.
Upon termination, any unpaid fees are due.

There is no minimum asset value for CoPilot since clients are trading their own accounts. However, we
recommend a minimum investment of $25,000. Clients can either have the fee deducted from their
accounts by the broker or charged to a credit card. Clients receive an itemized invoice at the same time
any fee is deducted from their account or charged to their credit card. There is no charge for partial-
month usage. Snider Advisors reserves the right to negotiate individual fee agreements.

AutoPilot clients are entitled to CoPilot at no additional charge.

SNIDER ADVISORS ASSET MANAGEMENT
The annualized fee for Asset Management Services will be charged as a percentage of assets under
management, according to the following schedule:

Assets Under Management                                    Annual Fee
Less than $2,000,000                                          2.00%
$2,000,001 - $5,000,000                                       1.50%
More than $5,000,001                                          1.00%

The minimum asset value for Asset Management Services is $200,000. These fees are billed monthly, in
arrears. The fees are based upon the asset value as of the end of the prior month as it appears on the
brokerage statement. Clients can either have the fee deducted from their accounts by the broker or
charged to a credit card. Clients receive an itemized invoice at the same time any fee is deducted from
their account or charged to their credit card.
The fee for each month for all the accounts owned by one individual or one trust is subject to a maximum,
which is the fee for the smallest asset value for the next level. For example, accounts under $2,000,000
will pay 1/12 of 2.00%, but not more than 1/12 of 1.50% of $2,000,000. All the accounts owned by a
client, spouse, and minor children are aggregated to determine the fee percentage. Fees are prorated by
days in any period in which the services terminate. Upon termination, any unpaid fees are due.
Snider Advisors offers a rebate against asset management fees for clients who purchase the Snider
Investment Method™ course. If a client attends our Snider Investment Method workshop and then
decides to use our Asset Management, we will rebate the client up to 100% of the workshop cost. The
client’s monthly fee is reduced by $200 each month until the full amount of the rebate is issued. Snider
Advisors reserves the right to negotiate individual fee agreements. Special consideration is given to
client’s extended family members in order to group assets to obtain a lower fee percentage.

Asset Management clients are entitled to CoPilot services at no additional charge.

SNIDER	ADVISORS: CONCENTRATED STOCK MANAGEMENT
The annualized fee for Concentrated Stock Management will be charged 0.50% (50 basis points) of assets
under management. Concentrated Stock Management fees are billed monthly, in arrears. A fee for each
month is calculated based on the asset value at the end of each month as it appears on the brokerage
statement.

All fees are deducted from the client’s account by the broker. Clients receive an itemized invoice at the
same time any fee is deducted from their account. Snider Advisors reserves the right to negotiate
individual fee agreements.

CHRISILIS INVESTMENT MANAGEMENT
Chrisilis does not impose a minimum asset value for asset management services. The annualized fee for
Chrisilis Investment Management Services will be charged .5% (50 basis points) of assets under
management. Chrisilis fees are billed quarterly, in arrears. A fee for each month is calculated based upon
the asset value at the end of each month as it appears on the brokerage statement. The total fee for the
quarter is collected in arrears after its completion.

Clients can either have the fee deducted from their accounts by the broker or charged to a credit card.
Clients receive an itemized invoice at the same time any fee is deducted from their account or charged to
...
Account Minimums and Types of Clients — Form ADV Part 2A (6/8/2026) [Brochure]
ITEM 7            TYPES OF CLIENTS
Chronim provides advisory services to the following types of clients:

•   Individuals (other than high net worth individuals)
•   Corporations, partnerships and other entities
•   High net worth individuals

As previously disclosed in Item 5, our firm has established certain initial minimum account requirements,
based on the nature of the service(s) being provided. For a more detailed understanding of those
requirements, please review the disclosures provided in each applicable service.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 161 100.2
(b) Individuals (high net worth individuals) 196 122.5
(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 0.0
(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 5.5
(n) Other 0 0.0
Total 513 228.1
By Discretionary
Discretionary 192 92.3
Non-Discretionary 321 135.9
Total 513 228.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 228.1
Total 513 228.1
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail, Research
Comparable Firms State AUM
Nvest Wealth Strategies Inc
OH 236.7 M
Partnership Wealth Management LLC
MD 234.9 M
Legacy Planning Advisors LLC
GA 234.0 M
Delta Financial Advisors Inc
MD 234.0 M
Klein Pavlis & Peasley Financial Inc
CA 232.7 M
Concorde Financial Resources I Inc
SC 231.0 M
Dumaine Investments LLC
LA 227.0 M
Structured Wealth Management Inc
OH 226.9 M
Wealth Teams Alliance Inc
CA 223.9 M
McCartney Wealth Management LLC
MO 220.7 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com