DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••••• W••••• M••••••••• I•••
Latest filing Mar 20, 2026
First filing on the tape May 31, 2022 · 7 filings
SEC status approved since Jun 30, 2022
RAUM
$174M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
99%
$173M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$87.0M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$174M as of Mar 20, 2026
Mar 25, 2023$98.1M then
HNW client RAUM$127M as of Mar 28, 2025
Mar 25, 2023$80.8M then
State-registered IARs (5.B.3)2 as of Mar 20, 2026
Mar 25, 20232 then
Employees (5.A)3 as of Mar 20, 2026
Mar 25, 20233 then
Private funds: no history
RAUM +18% over the last fiscal year+21% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $87.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $436,023derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $146M, 174 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$173M99%
- Charitable organizations$637,6200.4%
- Corporations and businesses$465,5830.3%
- Individual clients
- 119reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 399reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $146M for 174 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| H••••••• V•••••• C••••••Certified Financial Planner | Atlanta, Ga | Jan 30, 2003 | 30 y | 2 |
| S•••• T• C••••••Certified Financial Planner | Atlanta, Ga | Nov 26, 2014 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- H••••••• V•••••• C•••••• from O• I••••••••• M••••••••• C•Jan 30, 2003 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••••• H•••••••• V•••••• · President, Chief Compliance Officercontrolsince 05/2002 · owns 50% to 75%
- C••••••• S••••• T• · Vice Presidentcontrolsince 06/2024 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 368 to 399Mar 28, 2025 to Mar 20, 2026
- HNW clients · 43.0 to unsetMar 28, 2025 to Mar 20, 2026
- Individual clients · 67 to 119Mar 28, 2025 to Mar 20, 2026
- Assets in custody · $76.8M to $146MMar 28, 2025 to Mar 20, 2026
- Financial planning clients · 51-100 to 101-250Mar 28, 2025 to Mar 20, 2026
- Discretionary RAUM · $143M to $169MMar 28, 2025 to Mar 20, 2026
- HNW RAUM · 127305287.0 to unsetMar 28, 2025 to Mar 20, 2026
- Individual RAUM · $19.7M to $173MMar 28, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $4.8M to $5.2MMar 28, 2025 to Mar 20, 2026
- RAUM · $148M to $174MMar 28, 2025 to Mar 20, 2026
- Accounts · 364 to 368Jun 5, 2024 to Mar 28, 2025
- HNW clients · 36 to 43Jun 5, 2024 to Mar 28, 2025
- Individual clients · 70 to 67Jun 5, 2024 to Mar 28, 2025
- Assets in custody · $881,034 to $76.8MJun 5, 2024 to Mar 28, 2025
- Financial planning clients · 51-100 to 51-100Jun 5, 2024 to Mar 28, 2025
- Discretionary RAUM · $111M to $143MJun 5, 2024 to Mar 28, 2025
- HNW RAUM · $91.6M to $127MJun 5, 2024 to Mar 28, 2025
- Individual RAUM · $22.9M to $19.7MJun 5, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $4.1M to $4.8MJun 5, 2024 to Mar 28, 2025
- RAUM · $115M to $148MJun 5, 2024 to Mar 28, 2025
- Accounts · 335 to 364Mar 25, 2023 to Mar 31, 2024
- HNW clients · 37 to 36Mar 25, 2023 to Mar 31, 2024
- Individual clients · 65 to 70Mar 25, 2023 to Mar 31, 2024
- Assets in custody · $1.2M to $881,034Mar 25, 2023 to Mar 31, 2024
- Discretionary RAUM · $94.5M to $111MMar 25, 2023 to Mar 31, 2024
- HNW RAUM · $80.8M to $91.6MMar 25, 2023 to Mar 31, 2024
- Individual RAUM · $17.3M to $22.9MMar 25, 2023 to Mar 31, 2024
- Non-discretionary RAUM · $3.6M to $4.1MMar 25, 2023 to Mar 31, 2024
- RAUM · $98.1M to $115MMar 25, 2023 to Mar 31, 2024
- Accounts · 329 to 335Jul 13, 2022 to Mar 25, 2023
- HNW clients · 43 to 37Jul 13, 2022 to Mar 25, 2023
- Individual clients · 48 to 65Jul 13, 2022 to Mar 25, 2023
- Assets in custody · $16.3M to $1.2MJul 13, 2022 to Mar 25, 2023
- Discretionary RAUM · $117M to $94.5MJul 13, 2022 to Mar 25, 2023
- HNW RAUM · $105M to $80.8MJul 13, 2022 to Mar 25, 2023
- Individual RAUM · $16.7M to $17.3MJul 13, 2022 to Mar 25, 2023
- Non-discretionary RAUM · $4.7M to $3.6MJul 13, 2022 to Mar 25, 2023
- RAUM · $122M to $98.1MJul 13, 2022 to Mar 25, 2023
Signals
2 dated events
- T Scott Clanton (Vice President) appeared on Schedule A of C••••••••• W••••• M••••••••• I•••Jun 5, 2024 · Control person joined · fact
- C••••••••• W••••• M••••••••• I••• filed its initial SEC registration (Form ADV)May 31, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 770-661-0280reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 770-660-0280reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- chancellorwealth.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 770-661-0283reportedpublic record, Form ADV, Mar 20, 2026
- Contact form
- chancellorwealth.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- chancellorwealth.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $87.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026