{"url":"https://nivawealth.com/firms/chronos-wealth-management-299782","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299782","regulatoryAum":274039062,"crd":"299782","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4883977","suffix":null,"lastName":"CHAMBERLAIN","firstName":"NICOLE","middleName":"RENEE"},{"crd":"2112038","suffix":null,"lastName":"CHAMBERLAIN","firstName":"WILLIAM","middleName":"WALLACE"}],"total":2,"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":"2021-07-27","regulatoryAum":173627918,"clients":221,"employees":3,"offices":1},{"filedOn":"2022-02-14","regulatoryAum":209657000,"clients":236,"employees":2,"offices":1},{"filedOn":"2023-03-13","regulatoryAum":172846672,"clients":530,"employees":3,"offices":1},{"filedOn":"2024-02-26","regulatoryAum":210281976,"clients":527,"employees":3,"offices":2},{"filedOn":"2025-05-15","regulatoryAum":247744116,"clients":225,"employees":3,"offices":1},{"filedOn":"2026-02-19","regulatoryAum":274039062,"clients":223,"employees":3,"offices":1}],"acquisitions":[{"date":"2018-02-09","datePrecision":"day","name":"Rqa 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Chronos Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Chronos Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Chronos Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chronos Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chronos Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Chronos Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chronos Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Chronos Wealth Management?","answer":"Chronos Wealth Management’s main office is at 1432 Court Street, Clearwater, FL 33756. Its phone number is 727-446-2306. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}