CHU Financial Management Corporation

Overview

CHU Financial Management Corporation is a small, owner-operated advisory firm that serves individual and family clients with fee-based portfolio management. The business operates on a percentage-of-AUM billing model and runs client relationships on a discretionary basis. Its advisory mandate covers both individuals/small businesses and businesses/institutions, with a clear tilt toward liquid, exchange-traded instruments rather than private-market or bespoke alternative structures. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser. Investment approach is straightforward: concentrated use of exchange-traded equities and related vehicles as the primary building blocks of client portfolios, supported by mutual funds where appropriate. The firm’s classification is unclassified and it does not present itself as a capital allocator to external alternative managers in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices