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| Chronim Investments Inc
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| CRD # | 120943 |
| SEC # | 801-110026 |
| CIK # | |
| AUM | 228.1 M (2026-06-08) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-220-0055 |
| Address | 100 Decker Court Irving, TX 75062 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (6/8/2026) [Brochure] |
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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] |
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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 |
| Serves | Retail, Research |
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