CHRONOS WEALTH MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 2019
Total AUM
$274M
Discretionary
$274M
100% of AUM
Avg account
$517K
Accounts
530
Employees
3
Advisory reps
2

Firm details

Headquarters
CLEARWATER, Florida
CRD number
299782
Registered since
May 30, 2019
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI79.37%
  • Individuals18.63%
  • Pension & Profit Sharing Plans2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Chronos Wealth Management, L.L.C. is an independent, owner-operated registered investment adviser that runs a fee-for-service model based on a percentage of assets under management. The firm focuses on direct portfolio management and financial planning for individuals, families and institutional clients, and it also performs selection of third‑party advisers. Chronos acts as a capital allocator—tilting client portfolios toward exchange‑traded equities as the primary sleeve while layering third‑party alternative managers where appropriate. The firm is not an active ESG investor and does not identify as a multi‑state adviser. Beyond advisory work, Chronos maintains an insurance brokerage capability that is integrated into its planning and portfolio construction, which supports the firm’s use of annuities and insurance‑based solutions when they fit a client’s objectives. Investment preference data shows a pronounced equity orientation, with exchange‑traded equities making up the largest single asset class in client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 11%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 4%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds11%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • WILLIAM CHAMBERLAIN

    Financial AdvisorCRD 2112038

  • NICOLE GAY

    Compliance and Operations RiskCRD 4883977

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$343K in ETFs

Passive

100%

$343K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG)PassiveDerivative Income$343K7,050100.00%

Location

Primary office

CLEARWATER, FL

PINELLAS

Location

CLEARWATER, FL

Headquartered in CLEARWATER, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
1432 Court St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth