Chancellor Financial Group WB LP

Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, corporations and charitable organizations, managing approximately $249 million in client assets across both discretionary and non‑discretionary accounts. Services described in the brochure include customized portfolio construction and ongoing investment management, retirement‑account advice, and financial planning or consulting engagements.

The firm’s investment process is primarily long‑term and grounded in fundamental analysis, with portfolios typically built from low‑cost mutual funds and ETFs and, when appropriate, supplemented by quantitative strategies, covered options, individual stocks and bonds. CFG emphasizes continuous client contact and regular account reviews, and states it acts as a fiduciary when providing advice.

The ADV discloses that CFG uses third‑party referral and promoter arrangements and may compensate Promoters under Rule 206(4)‑1, a form of paid endorsements/referrals that is relatively uncommon among peer team firms. The brochure also notes institutional relationships (access to Fidelity’s institutional platform), referrals to an unaffiliated trust provider, and that several advisory personnel hold insurance licenses and may receive commission compensation, all of which the firm identifies as potential conflicts of interest to be considered.