CHC FINANCIAL SOLUTIONS, LLC

Overview

CHC Financial Solutions, LLC is a privately held limited liability company that positions itself as an advisory and capital-allocation resource for individuals and small businesses. The firm combines accounting-related business activity with advisory services that include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services (the firm lists pension consulting among its services but is not designated as a pension consultant in its public classification). CHC identifies as a capital allocator and reports fee arrangements that can include a percentage of assets under management, fixed fees, and other fee structures. The firm is not an active ESG investor and is not registered as a multi-state adviser. It maintains an affiliation with an insurance company and operates under an “unclassified” regulatory classification. CHC’s structure and service mix suggest a hybrid practice that blends accounting and advisory work with third-party manager selection rather than acting primarily as a large discretionary asset manager.

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