Chancellor Financial Group provides financial planning and portfolio management for individuals and small businesses.
Chancellor Financial Group reports 1,298 clients. They include 1,252 individual clients and 46 high-net-worth individuals. Of its assets, 70.8% ($176M across 1,160 accounts) are managed with discretion; $72.9M across 143 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 35% |
| High-net-worth individuals | 4% | 58% |
| Charitable organizations | Fewer than 5 | 7% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,252 | $86.1M | 34.5% | $68.7K |
| High-net-worth individuals | 46 | $145M | 58.2% | $3.15M |
| Charitable organizations | Fewer than 5 | $16.6M | 6.7% | — |
| Corporations and other businesses | Fewer than 5 | $1.55M | 0.6% | — |
| Total | 1,298 | $249M | 100% | — |
- Clients
- 1,252
- Regulatory AUM
- $86.1M
- AUM share
- 34.5%
- Avg. per client
- $68.7K
- Clients
- 46
- Regulatory AUM
- $145M
- AUM share
- 58.2%
- Avg. per client
- $3.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $16.6M
- AUM share
- 6.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.55M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 1,298
- Regulatory AUM
- $249M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Chancellor Financial Group charges 1.00%–2.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is billed hourly at $100 to $500 per hour or as a fixed fee based on expected hours, with up to 50% invoiced on signing; fees may be negotiable.
Winston Capital Partners, LP owns 50% to 75% of Chancellor Financial Group. The leadership team of Chancellor Financial Group includes President Terrence Casey and Chief Compliance Officer Michael Casey. It has 9 employees, 6 of them in advisory roles.
Leadership
Terrence CaseyPresident- Michael CaseyCommunication Director and Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 6 in advisory functions
- 6 state-registered reps
- 4 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Chancellor Financial Group LP
Winston Capital Partners, LP
Control person · since March 2012
- Owns 25% to 50% of Chancellor Financial Group LP
Terrence Casey
Control person · since March 2012
Chancellor Financial Group’s regulatory assets grew 1.6× from $160M (April 2021) to $249M (March 2026); clients rose from 315 to 1,298 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $249M | 1,298 | 9 | 3 |
| March 2025 | $216M | 894 | 8 | 3 |
| February 2024 | $182M | 811 | 10 | 3 |
| March 2023 | $159M | 776 | 9 | 3 |
| February 2022 | $185M | 427 | 8 | 2 |
| April 2021 | $160M | 315 | 7 | 2 |
Besides its headquarters, Chancellor Financial Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Pennsylvania.
Pennsylvania · 2 listed addresses
- 60 Public Square, Suite 600, Wilkes-BarreHQ
- 802 Susquehanna Ave, West Pittston
Other business names
Chancellor Financial Group has reported 1 other business name to the SEC.
- JSB Financial, LLC
Contact and registration details
- Legal name
- Chancellor Financial Group LP
- Headquarters
- 60 Public Square, Suite 600, Wilkes-Barre, PA 18701
- Website
- chancellorfinancialgroup.com
- Phone
- 570-822-4475
- @chancellorfinancialgroup.com
- SEC file
- 801-117707
- Structure
- Pennsylvania limited partnership
- Fiscal year end
- December
Chancellor Financial Group uses Fidelity ($249M) as custodian for its separately managed accounts. Chancellor Financial Group does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $249M100%
At year end, Chancellor Financial Group’s separately managed accounts were mostly in stocks (66%) and cash (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $162M across 149 positions; the largest are Apple Inc. (14.2%), Microsoft Corp. (7.1%) and iShares TR (5.0%).
What the accounts hold
- Stocks66%
- Funds4%
- Bonds10%
- Investment grade corporate bonds6%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash17%
- Other3%
- Derivatives3%
Reported 13F holdings
- $162M
- Reported 13F value
- 149
- Positions
- 46.7%
- In the 10 largest
- +14.3%
- Value vs. prior quarter
- Apple Inc.14.2%
- Microsoft Corp.7.1%
- iShares TR · Core S&P500 ETF5.0%
- Nvidia Corporation4.2%
- Amazon Com Inc.3.8%
- Alphabet Inc. · Cap Stk CL A3.6%
- Johnson & Johnson2.6%
- Nextera Energy Inc.2.2%
- Visa Inc. · Com CL A2.1%
- Citigroup Inc.2.0%
Together, the ten largest are 46.7% of reported value.
How many clients does Chancellor Financial Group have?
Chancellor Financial Group has 1,298 clients and manages $249 million for them, as of March 2026. They include 1,252 individual clients and 46 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Chancellor Financial Group offer?
Chancellor Financial Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Chancellor Financial Group charge?
Chancellor Financial Group charges 1.00%–2.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 16 March 2026
Which custodians does Chancellor Financial Group use?
Chancellor Financial Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $249M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Chancellor Financial Group have?
Chancellor Financial Group has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chancellor Financial Group invest in?
At the end of its last fiscal year, Chancellor Financial Group’s separately managed accounts held 66% exchange-traded equities, 17% cash and equivalents, 6% investment grade corporate bonds, 4% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% derivatives and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chancellor Financial Group?
Chancellor Financial Group’s direct owners are Terrence Casey (25% to 50%) and Winston Capital Partners, LP (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Chancellor Financial Group get paid?
Chancellor Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Chancellor Financial Group registered with the SEC?
Yes, Chancellor Financial Group has been registered with the SEC as an investment adviser since 2 December 2019. Its CRD number is 159563 and its SEC file number is 801-117707.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Chancellor Financial Group?
Chancellor Financial Group’s main office is at 60 Public Square, Suite 600, Wilkes-Barre, PA 18701. Its phone number is 570-822-4475. Its website is chancellorfinancialgroup.com.