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.

Former SEC-registered adviser

Chb Investment Group, LLC

Former SEC-registered adviserNew Hope, PennsylvaniaCRD 313354SEC 801-120852websiteIAPD
Latest filing Feb 5, 2025
First filing on the tape Mar 18, 2021 · 13 filings
SEC status approved since Apr 19, 2021
RAUM
$214M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$210M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$214M as of Feb 5, 2025
Feb 17, 2022$207M then
HNW client RAUM$183M as of Feb 5, 2025
Feb 17, 2022$177M then
State-registered IARs (5.B.3)3 as of Feb 5, 2025
Feb 17, 20221 then
Employees (5.A)3 as of Feb 5, 2025
Feb 17, 20223 then
Private funds: no history
RAUM +15% over the last fiscal year+1.1% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Feb 5, 2025; every figure names its basis
RAUM per advisor
$71.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
111derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$916,081derivedHNW RAUM over HNW clients
Average account
$301,664derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+15%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+101%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Wrap fee program
$214MreportedItem 5.I
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
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$183M86%
  • Individuals$26.7M12%
  • Corporations and businesses$4.1M1.9%
  • Charitable organizations$159,1520.1%
Individual clients
133reported
HNW clients
200reported
Pension plan clients
n/areported
Charitable clients
1reported
Accounts
710reported
Financial planning clients
reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Hamilton Christopher Brashier · Managing Member And Ccocontrol
    since 03/2021 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
New Hope, Pa · principal001
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 682 to 710
    Jun 17, 2024 to Feb 5, 2025
  • Charity clients · unset to 1.0
    Jun 17, 2024 to Feb 5, 2025
  • Corporate clients · 3 to 4
    Jun 17, 2024 to Feb 5, 2025
  • HNW clients · 80 to 200
    Jun 17, 2024 to Feb 5, 2025
  • Individual clients · 86 to 133
    Jun 17, 2024 to Feb 5, 2025
  • Financial planning clients · unset to
    Jun 17, 2024 to Feb 5, 2025
  • Discretionary RAUM · $186M to $214M
    Jun 17, 2024 to Feb 5, 2025
  • HNW RAUM · $154M to $183M
    Jun 17, 2024 to Feb 5, 2025
  • Individual RAUM · $28.0M to $26.7M
    Jun 17, 2024 to Feb 5, 2025
  • RAUM · $186M to $214M
    Jun 17, 2024 to Feb 5, 2025
  • Accounts · 646 to 682
    Sep 13, 2023 to Jan 10, 2024
  • Advisory activities · 2 to 1
    Sep 13, 2023 to Jan 10, 2024
  • HNW clients · 68 to 80
    Sep 13, 2023 to Jan 10, 2024
  • Financial planning clients · 101-250 to unset
    Sep 13, 2023 to Jan 10, 2024
  • Discretionary RAUM · $158M to $186M
    Sep 13, 2023 to Jan 10, 2024
  • HNW RAUM · $132M to $154M
    Sep 13, 2023 to Jan 10, 2024
  • Individual RAUM · $27.7M to $28.0M
    Sep 13, 2023 to Jan 10, 2024
  • Non-discretionary RAUM · $5.8M to $0
    Sep 13, 2023 to Jan 10, 2024
  • RAUM · $164M to $186M
    Sep 13, 2023 to Jan 10, 2024
  • Accounts · 658 to 646
    Nov 1, 2022 to Feb 9, 2023
  • Advisory employees · 2 to 3
    Nov 1, 2022 to Feb 9, 2023
  • HNW clients · 78 to 68
    Nov 1, 2022 to Feb 9, 2023
  • Individual clients · 88 to 86
    Nov 1, 2022 to Feb 9, 2023
  • State-registered IARs · 1 to 3
    Nov 1, 2022 to Feb 9, 2023
  • Discretionary RAUM · $200M to $158M
    Nov 1, 2022 to Feb 9, 2023
  • HNW RAUM · $177M to $132M
    Nov 1, 2022 to Feb 9, 2023
  • Individual RAUM · $27.0M to $27.7M
    Nov 1, 2022 to Feb 9, 2023
  • Non-discretionary RAUM · $7.4M to $5.8M
    Nov 1, 2022 to Feb 9, 2023
  • RAUM · $207M to $164M
    Nov 1, 2022 to Feb 9, 2023
  • Accounts · 548 to 658
    Aug 13, 2021 to Feb 17, 2022
  • Corporate clients · 2 to 3
    Aug 13, 2021 to Feb 17, 2022
  • HNW clients · 88 to 78
    Aug 13, 2021 to Feb 17, 2022
  • Individual clients · 73 to 88
    Aug 13, 2021 to Feb 17, 2022
  • Financial planning clients · 0 to 101-250
    Aug 13, 2021 to Feb 17, 2022
  • Discretionary RAUM · $177M to $200M
    Aug 13, 2021 to Feb 17, 2022
  • HNW RAUM · $158M to $177M
    Aug 13, 2021 to Feb 17, 2022
  • Individual RAUM · $19.1M to $27.0M
    Aug 13, 2021 to Feb 17, 2022
  • Non-discretionary RAUM · $3.4M to $7.4M
    Aug 13, 2021 to Feb 17, 2022
  • RAUM · $181M to $207M
    Aug 13, 2021 to Feb 17, 2022
  • Accounts · 0 to 548
    Mar 18, 2021 to Jul 20, 2021
Signals
6 dated events
  • Chb Investment Group, Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $214.2M)
    Dec 20, 2025 · Left the SEC roster · derived
  • Christopher Hamilton Brashier left Chb Investment Group, Llc for Cw Advisors, Llc (registered 2025-08-29)
    Sep 22, 2025 · Advisor changed firm · fact
  • Debra T Jones left Chb Investment Group, Llc for Cw Advisors, Llc (registered 2025-08-29)
    Sep 3, 2025 · Advisor changed firm · fact
  • Christopher Earl Lindenthal left Chb Investment Group, Llc for Cw Advisors, Llc (registered 2025-08-29)
    Sep 3, 2025 · Advisor changed firm · fact
  • 2 advisors left Chb Investment Group, LLC (New Hope, PA) for CW Advisors, LLC on the same day
    Sep 3, 2025 · Team lift-out · derived
  • Chb Investment Group, Llc filed its initial SEC registration (Form ADV)
    Mar 18, 2021 · 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.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026