Chancellor Financial Group LP
● SEC registered since 2019CRD 159563SEC# 801-117707Wilkes-Barre, PA
Reg. AUM
$249.3M
Employees
9
Accounts
1,303
Location
Wilkes-Barre, PA
Chancellor Financial Group LP assets under management
Chancellor Financial Group LP is a registered investment adviser overseen by the SEC based in Wilkes-Barre, PA. The firm has been registered since 2019. It reports $249.3 million in regulatory assets under management and employs 9 people.
Chancellor Financial Group LP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Davis Casey Control | Communication Director And Chief Compliance Officer | Under 5% | 2026 |
| Terrence Winston Casey Control | President | 25-50% | 2012 |
| Winston Capital Partners, LP Control | Holding Company | 50-75% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Chancellor Financial Group LP manage?
Chancellor Financial Group LP reports $249.3 million in regulatory assets under management on its Form ADV.
How many employees does Chancellor Financial Group LP have?
Chancellor Financial Group LP reports 9 employees.
Where is Chancellor Financial Group LP located?
Chancellor Financial Group LP is based in Wilkes-Barre, PA and has been SEC-registered since 2019.
Does Chancellor Financial Group LP disclose fund performance?
Chancellor Financial Group LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 60 Public Square, Suite 600, Wilkes-Barre, PA 18701 |
| Phone | (570) 822-4475 |
| Fax | (570) 822-4476 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$249.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$249.3Mregulatory AUM
Discretionary $176.4MNon-discretionary $72.9M