Chancellor Financial Group Wb LP
Registered investment adviser · Wilkes-barre, PA · CRD #159563
Form ADV data as of 2026-09-01Regulatory assets
$249.3 million
Total accounts
1,303
Employees
9
Disclosure events
2
Firm details
- Website: http://www.chancellorfinancialgroup.com
- Telephone: (570) 822-4475
- SEC file number: 801-117707
- Most recent Form ADV filing: 2026-03-16
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a violation of investment-related regulations or statutes
- Another regulator entered an order in connection with investment-related activity (past 10 years)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $176.4 million |
| Non-discretionary regulatory assets under management | $72.9 million |
| Total regulatory assets under management | $249.3 million |
| Discretionary accounts | 1,160 |
| Non-discretionary accounts | 143 |
| Total accounts | 1,303 |
| Regulatory assets under management attributable to non-U.S. persons | $349,863 |
People
| Total employees (excluding clerical) | 9 |
| Employees performing investment advisory functions (including research) | 6 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 6 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 4 |
| Firms or persons who solicit advisory clients on the firm's behalf | 1 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,252 | $86.1 million |
| High net worth individuals | 46 | $145.1 million |
| Charitable organizations | Not reported | $16.6 million |
| Corporations or other businesses not listed above | Not reported | $1.5 million |