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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 894 | 1,298 | increased by404 |
| Apr 1, 2026 | AUM | $216,108,289 | $249,305,348 | increased by$33,197,059 |
| Apr 1, 2026 | Accounts | 1,404 | 1,303 | decreased by101 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 427 | 894 | increased by467 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $184,716,804 | $216,108,289 | increased by$31,391,485 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 809 | 1,404 | increased by595 |
| Mar 1, 2022 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2022 | Clients | 315 | 427 | increased by112 |
| Mar 1, 2022 | AUM | $160,075,907 | $184,716,804 | increased by$24,640,897 |
| Mar 1, 2022 | Accounts | 729 | 809 | increased by80 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHANCELLOR FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHANCELLOR FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.