{"url":"https://nivawealth.com/firms/chancellor-financial-group-159563","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159563","regulatoryAum":249305348,"crd":"159563","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4342193","suffix":null,"lastName":"BAUN","firstName":"JEAN","middleName":"MARIE"},{"crd":"1433590","suffix":null,"lastName":"CASEY","firstName":"TERRENCE","middleName":"WINSTON"},{"crd":"4761539","suffix":null,"lastName":"DAVIDOWITZ","firstName":"STEVEN","middleName":"MICHAEL"},{"crd":"722314","suffix":null,"lastName":"DWYER","firstName":"ROBERT","middleName":"AUGUST"},{"crd":"712174","suffix":null,"lastName":"GOODHART","firstName":"JAMES","middleName":"ROBERT"},{"crd":"6695196","suffix":null,"lastName":"O'Day","firstName":"Thomas","middleName":"James"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-20","regulatoryAum":160075907,"clients":315,"employees":7,"offices":2},{"filedOn":"2022-02-23","regulatoryAum":184716804,"clients":427,"employees":8,"offices":2},{"filedOn":"2023-03-08","regulatoryAum":159213600,"clients":776,"employees":9,"offices":3},{"filedOn":"2024-02-21","regulatoryAum":182050604,"clients":811,"employees":10,"offices":3},{"filedOn":"2025-03-14","regulatoryAum":216108289,"clients":894,"employees":8,"offices":3},{"filedOn":"2026-03-16","regulatoryAum":249305348,"clients":1298,"employees":9,"offices":3}],"secFileNumber":"801-117707","legalName":"Chancellor Financial Group LP","displayName":"Chancellor Financial Group","slug":"chancellor-financial-group-159563","website":"https://chancellorfinancialgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/chancellorfinancialgroup.com","founded":null,"organization":"Pennsylvania limited partnership","fiscalYearEnd":"December","headquarters":{"street":"60 Public Square, Suite 600","city":"Wilkes-Barre","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"18701"},"tradeNames":["JSB Financial, LLC"],"registration":{"secApproved":"2 December 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":178095.2526964561,"staff":{"employees":9,"advisory":6,"brokerDealerReps":0,"insuranceAgents":4,"promoters":1},"aum":{"regulatory":249305348,"discretionary":176413081,"discretionaryAccounts":1160,"nonDiscretionary":72892267,"nonDiscretionaryAccounts":143,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1252,"regulatoryAum":86074779},{"label":"High-net-worth individuals","clients":46,"regulatoryAum":145092859},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":16591956},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":1545754}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019152","versionId":1019152,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-16","documentName":"CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","fee_rate_low":1,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019152","versionId":1019152,"submittedOn":"2026-03-16","documentName":"CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:26:04.763049+00:00","documents":[{"name":"CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019152","versionId":1019152,"submittedOn":"2026-03-16"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":249305348}],"custodyNote":"Chancellor Financial Group does not have custody of client assets.","leadership":[{"name":"Terrence Casey","title":"President","crd":"1433590"},{"name":"Michael Casey","title":"Communication Director and Chief Compliance Officer","crd":"7697145"}],"ownership":[{"label":"Terrence Casey","detail":"President in the 25% to 50% ownership band and a control person, since March 2012. 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The fee is billed in arrears and is negotiable.","source":"CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Chancellor Financial Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chancellor Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chancellor Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Chancellor Financial Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chancellor Financial Group get paid?","answer":"Chancellor Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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