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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

CHI-RHO FINANCIAL, LLC

CRD 138947

ATLANTA, GA

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:4608b73c-bbbb-3405-e507-584e317496e6

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 3
On other graphs: 0
Observed: Feb 15, 2012 to Mar 31, 2026
37 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $226Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $1.4B
SEC number: 801-74211
CRD: 138947
Filings on the tape: 37
First filed: Feb 15, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, GA
Website: chirhollc.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
JOSEPH BOYD HURLEY	Certified Financial Planner	WATKINSVILLE, GA \| ATLANTA, GA	10	17	n/a	no
PETER BRADFORD HURLEY	n/a	ATLANTA, GA	6	11	n/a	no
Hollis Gail Huge	n/a	ATLANTA, GA	5	13	n/a	no
GREGORY JAMES COTTER	n/a	ATLANTA, GA \| Baton Rouge, LA	3	17	n/a	no
John Hardy Rogers	n/a	ATLANTA, GA	1	10	n/a	no
Hanna Grace Vincent	n/a	ATLANTA, GA	0	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PIEDMONT PARTNERS, L.P.	Hedge Fund	$339M	Nov 25, 2024	181	Feb 15, 2012	reported	021-156892
CHI-RHO MULTI-STRATEGY MASTER FUND, LTD.	Hedge Fund	$325M	Nov 25, 2024	76	Mar 30, 2022	reported	021-429806
DUNWOODY PARTNERS, L.P.	Hedge Fund	$166M	Nov 25, 2024	102	Feb 15, 2012	reported	021-156890
PIEDMONT PARTNERS LTD	Hedge Fund	$122M	Aug 1, 2016	90	Feb 15, 2012	dropped	021-156893
PIEDMONT PARTNERS OFFSHORE, L.P.	Hedge Fund	$105M	Nov 25, 2024	78	Mar 17, 2017	reported	021-156893
STONE MOUNTAIN PARTNERS, LTD	Hedge Fund	$29.4M	Nov 25, 2024	50	Feb 15, 2012	reported	021-156894

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
BUSER, JASON, MICHAEL	CHIEF FINANCIAL OFFICER	Na	yes	01/2022	Oct 27, 2023	Nov 25, 2024
HURLEY, JOSEPH, BOYD	VICE PRESIDENT AND DIRECTOR OF MARKETING	B	yes	07/2024	Mar 22, 2016	Nov 25, 2024
HURLEY, JOSEPH, BOYD	MANAGING MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER	D	yes	01/2000	Feb 15, 2012	Nov 25, 2024
HURLEY, PETER, BRADFORD	DIRECTOR OF INVESTMENTS	B	yes	07/2024	Mar 29, 2023	Nov 25, 2024
BAKER, KELLY, M	CHIEF COMPLIANCE OFFICER	Na	no	11/2024	Nov 25, 2024	Nov 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JOSEPH B HURLEY IV	n/a	n/a	n/a	Y	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.4B	$1.4B	13	9	0	5	n/a
2024	Mar 31, 2025	$1.2B	$1.2B	11	7	0	5	n/a
2023	Mar 28, 2024	$981M	$981M	13	8	0	5	$965M
2022	Mar 29, 2023	$791M	$791M	12	6	0	5	$760M
2021	Mar 30, 2022	$686M	$686M	10	5	0	5	$652M
2020	Mar 15, 2021	$620M	$592M	8	5	0	4	$592M
2019	Mar 11, 2020	$628M	$588M	7	5	0	4	$588M
2018	Mar 20, 2019	$591M	$555M	7	5	0	4	$555M
2017	Mar 26, 2018	$675M	$642M	9	6	0	4	$642M
2016	Mar 17, 2017	$618M	$597M	7	4	n/a	4	$814M
2015	Mar 22, 2016	$643M	$643M	9	5	n/a	4	$643M
2014	Mar 26, 2015	$589M	$589M	8	4	n/a	4	$589M
2013	Mar 27, 2014	$516M	$516M	7	4	n/a	4	$516M
2012	Mar 27, 2013	$424M	$424M	8	3	n/a	4	$424M

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	0

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	$1.4B	$1.2B	15.7%	$791M	19.6%	13	11	0	0

Relationships

Registered with (6)

← Hanna Grace VincentAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← John Hardy RogersAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV
← GREGORY JAMES COTTERAdvisorregistration: current employment
Feb 17, 2023 to presentfactForm ADV
← Hollis Gail HugeAdvisorregistration: current employment
Feb 18, 2021 to presentfactForm ADV
← PETER BRADFORD HURLEYAdvisorregistration: current employment
Dec 4, 2019 to presentfactForm ADV
← JOSEPH BOYD HURLEYAdvisorregistration: current employment
Oct 14, 2015 to presentfactForm ADV

Advises (6)

→ PIEDMONT PARTNERS, L.P.Private fundHedge Fund, IA
Feb 15, 2012 to presentfactForm ADV
→ DUNWOODY PARTNERS, L.P.Private fundHedge Fund, IA
Feb 15, 2012 to presentfactForm ADV
→ STONE MOUNTAIN PARTNERS, LTDPrivate fundHedge Fund, IA
Feb 15, 2012 to presentfactForm ADV
→ PIEDMONT PARTNERS OFFSHORE, L.P.Private fundHedge Fund, IA
Mar 17, 2017 to presentfactForm ADV
→ CHI-RHO MULTI-STRATEGY MASTER FUND, LTD.Private fundHedge Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ PIEDMONT PARTNERS LTDPrivate fundHedge Fund, IA, no longer reported
Feb 15, 2012 to Aug 1, 2016factForm ADV

Controls (3)

← BUSER, JASON, MICHAELOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Oct 27, 2023 to Nov 25, 2024factForm ADV
← HURLEY, PETER, BRADFORDOwnerDIRECTOR OF INVESTMENTS, ownership code B, individual
Mar 29, 2023 to Nov 25, 2024factForm ADV
← HURLEY, JOSEPH, BOYDOwnerVICE PRESIDENT AND DIRECTOR OF MARKETING, ownership code B, individual
Mar 22, 2016 to Nov 25, 2024factForm ADV

Owns (1)

← BAKER, KELLY, MOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 25, 2024 to Nov 25, 2024factForm ADV

Dated events

Occurred
Oct 27, 2023
Control person joined
Michael Jason Buser (Chief Financial Officer) appeared on Schedule A of Chi-Rho Financial, Llc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Control person joined
Bradford Peter Hurley (Director Of Investments) appeared on Schedule A of Chi-Rho Financial, Llc
Form ADVobserved 4 days ago
Occurred
Jan 4, 2023
Control person left
Walker Steven Smith (Elected Manager, Chief Financial Officer) no longer on Schedule A of Chi-Rho Financial, Llc (listed 2022-03-30, absent 2023-01-04)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4608b73c-bbbb-3405-e507-584e317496e6
First observed: Feb 15, 2012
Last observed: Mar 31, 2026 5 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.

CHI-RHO FINANCIAL, LLC

CRD 138947

ATLANTA, GA

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:4608b73c-bbbb-3405-e507-584e317496e6

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH BOYD HURLEY

Certified Financial Planner

WATKINSVILLE, GA | ATLANTA, GA

n/a

PETER BRADFORD HURLEY

n/a

ATLANTA, GA

n/a

Hollis Gail Huge

n/a

ATLANTA, GA

n/a

GREGORY JAMES COTTER

n/a

ATLANTA, GA | Baton Rouge, LA

n/a

John Hardy Rogers

n/a

ATLANTA, GA

n/a

Hanna Grace Vincent

n/a

ATLANTA, GA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PIEDMONT PARTNERS, L.P.

Hedge Fund

$339M

Nov 25, 2024

181

Feb 15, 2012

reported

021-156892

CHI-RHO MULTI-STRATEGY MASTER FUND, LTD.

Hedge Fund

$325M

Nov 25, 2024

Mar 30, 2022

reported

021-429806

DUNWOODY PARTNERS, L.P.

Hedge Fund

$166M

Nov 25, 2024

102

Feb 15, 2012

reported

021-156890

PIEDMONT PARTNERS LTD

Hedge Fund

$122M

Aug 1, 2016

Feb 15, 2012

dropped

021-156893

PIEDMONT PARTNERS OFFSHORE, L.P.

Hedge Fund

$105M

Nov 25, 2024

Mar 17, 2017

reported

021-156893

STONE MOUNTAIN PARTNERS, LTD

Hedge Fund

$29.4M

Nov 25, 2024

Feb 15, 2012

reported

021-156894

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUSER, JASON, MICHAEL

CHIEF FINANCIAL OFFICER

yes

01/2022

Oct 27, 2023

Nov 25, 2024

HURLEY, JOSEPH, BOYD

VICE PRESIDENT AND DIRECTOR OF MARKETING

yes

07/2024

Mar 22, 2016

Nov 25, 2024

HURLEY, JOSEPH, BOYD

MANAGING MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER

yes

01/2000

Feb 15, 2012

Nov 25, 2024

HURLEY, PETER, BRADFORD

DIRECTOR OF INVESTMENTS

yes

07/2024

Mar 29, 2023

Nov 25, 2024

BAKER, KELLY, M

CHIEF COMPLIANCE OFFICER

11/2024

Nov 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JOSEPH B HURLEY IV

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.4B

n/a

2024

Mar 31, 2025

$1.2B

n/a

2023

Mar 28, 2024

$981M

$965M

2022

Mar 29, 2023

$791M

$760M

2021

Mar 30, 2022

$686M

$652M

2020

Mar 15, 2021

$620M

$592M

2019

Mar 11, 2020

$628M

$588M

2018

Mar 20, 2019

$591M

$555M

2017

Mar 26, 2018

$675M

$642M

2016

Mar 17, 2017

$618M

$597M

n/a

$814M

2015

Mar 22, 2016

$643M

n/a

$643M

2014

Mar 26, 2015

$589M

n/a

$589M

2013

Mar 27, 2014

$516M

n/a

$516M

2012

Mar 27, 2013

$424M

n/a

$424M

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

$1.4B

$1.2B

15.7%

$791M

19.6%