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CHANCELLOR FINANCIAL GROUP WB LP
Legal name: CHANCELLOR FINANCIAL GROUP LP
CRD 159563File 801-117707
APPROVED
Retail clients
Disclosure events
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$249.3M
Below cohort median (national)
Discretionary AUM
$176.4M
Non-discretionary $72.9M
Clients
1,298
1,303 accounts
Employees
9
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 2, 2019
- Principal office
- 60 PUBLIC SQUARE, SUITE 600, WILKES-BARRE, PA, 18701
- Phone
- (570) 822-4475
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $249.3M
- Discretionary AUM
- $176.4M
- Non-discretionary AUM
- $72.9M
- Discretionary accounts
- 1,160
- Non-discretionary accounts
- 143
- Total accounts
- 1,303
- AUM per client
- $192K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| Charitable organizations | Fewer than 5 | $16.6M |
| High net worth individuals | 46 | $145.1M |
| Individuals (other than high net worth individuals) | 1,252 | $86.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.