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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CHANCELLOR FINANCIAL GROUP WB LP

CHANCELLOR FINANCIAL GROUP LP, CRD 159563

WILKES-BARRE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0988dc38-95ff-9ebf-84a2-d79718358733

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Dec 14, 2011 to Mar 16, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $249MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $176M
Private client RAUM: $231MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $41.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,303
Individual clients: 1,252
High net worth clients: 46
SEC number: 801-117707
CRD: 159563
Filings on the tape: 29
First filed: Dec 14, 2011
Latest filed: Mar 16, 2026
Organised: Limited Partnership, PA
Website: chancellorfinancialgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TERRENCE WINSTON CASEY	n/a	WILKES-BARRE, PA	14	40	1	no
ROBERT AUGUST DWYER	n/a	WILKES-BARRE, PA	12	45	2	no
STEVEN MICHAEL DAVIDOWITZ	n/a	WILKES-BARRE, PA	11	19	1	no
Thomas James O'Day	n/a	Wilkes-Barre, PA	9	10	n/a	no
JEAN MARIE BAUN	n/a	WILKES-BARRE, PA	6	25	2	no
JAMES ROBERT GOODHART	n/a	WILKES-BARRE, PA \| POTTSTOWN, PA	4	46	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CASEY, TERRENCE, WINSTON	MANAGING PARTNER	D	yes	03/2012	Mar 9, 2012	Feb 21, 2024
CASEY, TERRENCE, WINSTON	PRESIDENT AND CHIEF COMPLIANCE OFFICER	C	yes	03/2012	Mar 9, 2012	Feb 21, 2024
WINSTON CAPITAL PARTNERS, LP	HOLDING COMPANY	D	yes	03/2012	Apr 16, 2012	Feb 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WEST PITTSTON	Pa	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$249M	$176M	9	6	2	n/a	n/a
2024	Mar 14, 2025	$216M	$179M	8	8	2	n/a	n/a
2023	Feb 20, 2024	$182M	$116M	10	8	2	n/a	n/a
2022	Mar 8, 2023	$159M	$115M	9	7	2	n/a	n/a
2021	Feb 23, 2022	$185M	$132M	8	6	1	n/a	n/a
2020	Mar 9, 2021	$160M	$118M	7	6	1	n/a	n/a
2019	Mar 18, 2020	$125M	$98.1M	7	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$249M	$216M	15.4%	$159M	16.1%	9	8	2	2

Relationships

Registered with (10)

← JAMES ROBERT GOODHARTAdvisorregistration: current employment
Nov 16, 2021 to presentfactForm ADV
← JEAN MARIE BAUNAdvisorregistration: current employment
Nov 12, 2019 to presentfactForm ADV
← Thomas James O'DayAdvisorregistration: current employment
Nov 15, 2016 to presentfactForm ADV
← STEVEN MICHAEL DAVIDOWITZAdvisorregistration: current employment
Jul 9, 2015 to presentfactForm ADV
← ROBERT AUGUST DWYERAdvisorregistration: current employment
May 7, 2014 to presentfactForm ADV
← TERRENCE WINSTON CASEYAdvisorregistration: current employment
Apr 17, 2012 to presentfactForm ADV
← Troy Vincent EdwardsAdvisorregistration: previous registration
Dec 20, 2023 to Mar 14, 2025factForm ADV
← DANIEL JOSEPH CARDELLAdvisorregistration: previous registration
Sep 12, 2012 to Oct 24, 2018factForm ADV
← TIMOTHY DANIEL JUNEAdvisorregistration: previous registration
Feb 11, 2015 to May 7, 2015factForm ADV
← Stacey Alan WyandtAdvisorregistration: previous registration
Apr 13, 2012 to May 6, 2014factForm ADV

Controls (2)

← CASEY, TERRENCE, WINSTONOwnerMANAGING PARTNER, ownership code D, individual
Mar 9, 2012 to Feb 21, 2024factForm ADV
← WINSTON CAPITAL PARTNERS, LPOwnerHOLDING COMPANY, ownership code D, domestic entity
Apr 16, 2012 to Feb 21, 2024factForm ADV

Dated events

Occurred
Mar 14, 2025
Advisor changed firm
Troy Vincent Edwards left Chancellor Financial Group Wb Lp for Jacobi Capital Management, Llc (registered 2025-12-01)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2019
Control person left
Alan Stacey Wyandt (Chief Investment Officer) no longer on Schedule A of Chancellor Financial Group Wb Lp (listed 2012-05-03, absent 2019-10-30)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2019
First Form ADV filing
Chancellor Financial Group Wb Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0988dc38-95ff-9ebf-84a2-d79718358733
First observed: Dec 14, 2011
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHANCELLOR FINANCIAL GROUP WB LP

CHANCELLOR FINANCIAL GROUP LP, CRD 159563

WILKES-BARRE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0988dc38-95ff-9ebf-84a2-d79718358733

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TERRENCE WINSTON CASEY

n/a

WILKES-BARRE, PA

ROBERT AUGUST DWYER

n/a

WILKES-BARRE, PA

STEVEN MICHAEL DAVIDOWITZ

n/a

WILKES-BARRE, PA

Thomas James O'Day

n/a

Wilkes-Barre, PA

n/a

JEAN MARIE BAUN

n/a

WILKES-BARRE, PA

JAMES ROBERT GOODHART

n/a

WILKES-BARRE, PA | POTTSTOWN, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CASEY, TERRENCE, WINSTON

MANAGING PARTNER

yes

03/2012

Mar 9, 2012

Feb 21, 2024

CASEY, TERRENCE, WINSTON

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

03/2012

Mar 9, 2012

Feb 21, 2024

WINSTON CAPITAL PARTNERS, LP

HOLDING COMPANY

yes

03/2012

Apr 16, 2012

Feb 21, 2024

City

State

Country

Employees

Also broker-dealer

WEST PITTSTON

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$249M

$176M

n/a

2024

Mar 14, 2025

$216M

$179M

n/a

2023

Feb 20, 2024

$182M

$116M

n/a

2022

Mar 8, 2023

$159M

$115M

n/a

2021

Feb 23, 2022

$185M

$132M

n/a

2020

Mar 9, 2021

$160M

$118M

n/a

2019

Mar 18, 2020

$125M

$98.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$249M

$216M

15.4%

$159M

16.1%