CHRONOS WEALTH MANAGEMENT, L.L.C.
Firm details
- Headquarters
- CLEARWATER, Florida
- CRD number
- 299782
- Registered since
- May 30, 2019
- Website
- www.chronoswm.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds11%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
Contacts
2 of 2WILLIAM CHAMBERLAIN
Financial AdvisorCRD 2112038
NICOLE GAY
Compliance and Operations RiskCRD 4883977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$343K in ETFs
100%
$343K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG) | Passive | Derivative Income | $343K | 7,050 | 100.00% |
Location
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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