Chevron Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,673,736
Clients
24
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$569,739
About
Chevron Financial is a registered investment adviser that provides portfolio management and financial planning to individuals, high-net-worth clients, and corporations or business entities. The firm prepares tailored Investment Policy Statements and offers ongoing portfolio oversight alongside planning services that cover retirement mapping and distribution planning, tax and insurance matters, college planning, and debt/credit strategies.
The firm describes a goals-based approach that starts with comprehensive planning to establish a strategic baseline and then applies tactical allocations based on market conditions. Its stated methods include Modern Portfolio Theory, cyclical, fundamental and quantitative analysis, and the adviser commonly seeks discretionary authority to implement trades for client accounts.
Distinctive disclosures in the brochure note that the firm’s principal also operates as a licensed insurance producer and may offer commissionable insurance and annuity products, a practice the firm identifies as a potential conflict of interest to be managed through disclosure. The brochure also states the adviser requires use of a specific custodial/trading platform and participates in that provider’s Model Marketplace and tax-management tools, with associated model fees that may be passed through to clients, and that financial planning is generally delivered as a one-time plan with additional services available for a fee.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Income planning
Annuities
Real estate investing
Occupation focus
Self-Employed
Founder/Business Owner
Fee options
Between 0.50% and 2.00% annually, tiered schedule used (exact tiers not specified in brochure, fee is negotiable)
Account minimum: $250,000 (may be waived at firm's discretion) Fee-only: Financial planning fixed fees between $5,000 and $100,000 (negotiated)
Main office location
Chevron Financial
Pineville NC, United States
Number of offices
1
Most active in
Chevron Financial has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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