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Michael Casey

Communication Director and Chief Compliance Officer at Chancellor Financial Group

Firm officerUpdated

Michael Casey has been Communication Director and Chief Compliance Officer of Chancellor Financial Group LP, a Wilkes-Barre, PA investment adviser managing $249M, since January 2026.

2026
In role since
$249M
Firm AUM
1,298
Firm clients
6
Firm advisers

From Form ADV filed 16 March 2026Form ADV

Career

Michael Casey is a control person of Chancellor Financial Group and directly owns under 5% of it.

Chancellor Financial Group is an investment adviser based in Wilkes-Barre, PA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $249 million, as filed on 16 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
7697145
Firm
Chancellor Financial Group · CRD 159563
Role
Communication Director and Chief Compliance Officer
In role since
January 2026 · under a year
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Wilkes-Barre, PA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Michael Casey work?

Michael Casey has been Communication Director and Chief Compliance Officer of Chancellor Financial Group LP since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 16 March 2026

How can I verify Michael Casey’s record?

Michael Casey’s role is listed on Chancellor Financial Group LP’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 159563.

Source: Form ADV, Schedule A, filed 16 March 2026

Leadership at Chancellor Financial Group

Sources

  1. IAPD individual lookup, CRD 7697145, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Chancellor Financial Group LP, filed 16 March 2026. Title, control and ownership bands.