Chronos Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Chronos Wealth Management reports 223 clients. They include 139 individual clients, 82 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 100.0% ($274M across 530 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 19% |
| High-net-worth individuals | 37% | 79% |
| Pension and profit-sharing plans | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 139 | $51M | 18.6% | $367K |
| High-net-worth individuals | 82 | $218M | 79.4% | $2.65M |
| Pension and profit-sharing plans | 2 | $5.48M | 2.0% | $2.74M |
| Total | 223 | $274M | 100% | $1.23M |
- Clients
- 139
- Regulatory AUM
- $51M
- AUM share
- 18.6%
- Avg. per client
- $367K
- Clients
- 82
- Regulatory AUM
- $218M
- AUM share
- 79.4%
- Avg. per client
- $2.65M
- Clients
- 2
- Regulatory AUM
- $5.48M
- AUM share
- 2.0%
- Avg. per client
- $2.74M
Total
- Clients
- 223
- Regulatory AUM
- $274M
- AUM share
- 100%
- Avg. per client
- $1.23M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Chronos Wealth Management charges 0.65%–1.50% a year for its Portfolio management. The fee is billed in advance and is negotiable.
Fee details and sources
William Chamberlain owns 75% or more of Chronos Wealth Management. The leadership team of Chronos Wealth Management includes Chief Compliance Officer Nicole Chamberlain. It has 3 employees, 2 of them in advisory roles.
Leadership
- Nicole ChamberlainChief Compliance Officer
- William ChamberlainManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Nicole Renee Chamberlain
- William Wallace Chamberlain
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Chronos Wealth Management, L.L.C.
William Chamberlain
Control person · since September 2017
Chronos Wealth Management’s regulatory assets grew 1.6× from $174M (July 2021) to $274M (February 2026); clients were 223 in both filings and employees were 3 in both filings. In 2018, Rqa (Rogers Quimby & Associates) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $274M | 223 | 3 | 1 |
| May 2025 | $248M | 225 | 3 | 1 |
| February 2024 | $210M | 527 | 3 | 2 |
| March 2023 | $173M | 530 | 3 | 1 |
| February 2022 | $210M | 236 | 2 | 1 |
| July 2021 | $174M | 221 | 3 | 1 |
Firms that joined
20181 joined
- Rqa (Rogers Quimby & Associates)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Chronos Wealth Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 1432 Court Street, ClearwaterHQ
Contact and registration details
- Legal name
- Chronos Wealth Management, L.L.C.
- Headquarters
- 1432 Court Street, Clearwater, FL 33756
- Website
- chronoswm.com
- Phone
- 727-446-2306
- SEC file
- 801-116711
- Founded
- 2017
- Structure
- Delaware LLC
- Fiscal year end
- December
Chronos Wealth Management uses Raymond James ($274M) as custodian for its separately managed accounts. Chronos Wealth Management has custody of $7.88M in client assets for 9 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $274M100%
At year end, Chronos Wealth Management’s separately managed accounts were mostly in stocks (80%) and bonds (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $225M across 38 positions; the largest are Eli Lilly & CO (11.0%), Alphabet Inc. (8.3%) and Apple Inc. (7.3%).
What the accounts hold
- Stocks80%
- Funds5%
- Bonds11%
- Cash4%
Reported 13F holdings
- $225M
- Reported 13F value
- 38
- Positions
- 62.5%
- In the 10 largest
- +9.0%
- Value vs. prior quarter
- Eli Lilly & CO11.0%
- Alphabet Inc. · Cap Stk CL C8.3%
- Apple Inc.7.3%
- JPMORGAN Chase & CO5.8%
- Amazon Com Inc.5.8%
- ASML Hldg NV · N Y Registry Shs5.7%
- Microsoft Corp.5.3%
- Berkshire Hathaway Inc. Del · CL B New4.9%
- Visa Inc. · Com CL A4.6%
- Southern CO3.8%
Together, the ten largest are 62.5% of reported value.
How many clients does Chronos Wealth Management have?
Chronos Wealth Management has 223 clients and manages $274 million for them, as of February 2026. They include 139 individual clients, 82 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Chronos Wealth Management offer?
Chronos Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Chronos Wealth Management charge?
Chronos Wealth Management charges 0.65%–1.50% a year for its Portfolio management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A-CHRONOS WEALTH MANAGEMENT, L.L.C., filed 19 February 2026
Which custodians does Chronos Wealth Management use?
Chronos Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $274M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Chronos Wealth Management have?
Chronos Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 Chronos Wealth Management invest in?
At the end of its last fiscal year, Chronos Wealth Management’s separately managed accounts held 80% exchange-traded equities, 11% investment grade corporate bonds, 5% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chronos Wealth Management?
Chronos Wealth Management’s direct owner is William Chamberlain (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Chronos Wealth Management get paid?
Chronos Wealth Management is paid through a percentage of assets under management. 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
How do I contact Chronos Wealth Management?
Chronos Wealth Management’s main office is at 1432 Court Street, Clearwater, FL 33756. Its phone number is 727-446-2306. Its website is chronoswm.com.