Chancellor Wealth Management, Inc.
● SEC registered since 2022CRD 112918SEC# 801-126004Atlanta, GA
Reg. AUM
$174M
Employees
3
Accounts
399
Location
Atlanta, GA
Chancellor Wealth Management, Inc. assets under management
Chancellor Wealth Management, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2022. It reports $174 million in regulatory assets under management and employs 3 people.
Chancellor Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Herschel Vincent Clanton Control | President, Chief Compliance Officer | 50-75% | 2002 |
| Scott T Clanton Control | Vice President | 50-75% | 2024 |
Frequently asked questions
How much does Chancellor Wealth Management, Inc. manage?
Chancellor Wealth Management, Inc. reports $174 million in regulatory assets under management on its Form ADV.
How many employees does Chancellor Wealth Management, Inc. have?
Chancellor Wealth Management, Inc. reports 3 employees.
Where is Chancellor Wealth Management, Inc. located?
Chancellor Wealth Management, Inc. is based in Atlanta, GA and has been SEC-registered since 2022.
Does Chancellor Wealth Management, Inc. disclose fund performance?
Chancellor Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Galleria Parkway SE, Suite 995, Atlanta, GA 30339 |
| Phone | 770-661-0283 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$174Mregulatory AUM
Discretionary $168.7MNon-discretionary $5.2M