CHISHOLM WEALTH MANAGEMENT

Overview

Chisholm Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm functions as a capital allocator for a mixed client base that includes individuals, families and smaller institutional relationships. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers — with fee arrangements that can include a percentage of assets under management, hourly billing and fixed fees. Investment practice skews toward pooled public vehicles as the core building blocks of client portfolios while using third‑party managers when specialized exposure is required. The firm does not identify as an active ESG investor and is not classified as a multistate adviser. The inclusion of “selection of other advisers” and the firm’s designation as a capital allocator points to a model where Chisholm Wealth Management sources outside managers — particularly for non‑core or alternative exposures — rather than attempting to cover all strategies in‑house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices