SourcingSourcing

CHI-RHO FINANCIAL, LLC

C39
CRD 138947·SEC 801-74211·ATLANTA, GA
AUM
$1.35B
$1B+
Est. Revenue
$13.5M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHI-RHO FINANCIAL, LLC
CRD
138947
SEC file #
801-74211
EIN
000000000
DBA names
—

Economics

AUM
$1.35B
AUM band
$1B+
AUM trajectory
'20'26
$591.5M → $1.35B▲ +129%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
5 advisors → 9 advisors▲ +80%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
chirhollc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HURLEY, JOSEPH, BOYD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
HURLEY, JOSEPH, BOYD
HURLEY, JOSEPH, BOYD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHIRHOLLC.COM
Rdap Domain Creation Date
2001-02-09T13:25:35Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001263454
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2003-09-05
Edgar Last Filing Date
2026-03-09
Edgar Form D Count
19
Edgar Form D Offerings
2026-03-092026-03-09 · 0001263454-26-000001
2025-03-072025-03-07 · 0001263454-25-000002
Edgar Former Names
PIEDMONT PARTNERS LTD

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Goldman Sachs2
Morgan Stanley1
Edgar Addresses
Mailing
HARNEYS CORPORATE AND TRUST SERVICES LTDNO. 18 RUSSELL HILL ROAD, ROAD TOWNTORTOLA, D8 00000
Business
HARNEYS CORPORATE AND TRUST SERVICES LTDNO. 18 RUSSELL HILL ROAD, ROAD TOWNTORTOLA, D8 00000
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-09 · 0001263454-26-000001
D/A2025-03-07 · 0001263454-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-09T13:25:35Z
Rdap Domain Last Changed
2025-12-11T07:19:58Z
Rdap Nameservers
Ns33.worldnic.comNs34.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
726838
Trust Company Affiliate
No

People (9)

9
JOSEPH BOYD HURLEY
Direct Owner · 62.5%
726838
HURLEY, PETER, BRADFORD
IAR · Direct Owner · 17.5%
6238919
HURLEY, JOSEPH, BOYD
IAR · Direct Owner · 17.5%
6325819
BUSER, JASON, MICHAEL
Executive Officer · 2.5%
4610717
KAVROS, ELLI, NICKI
Executive Officer · 2.5%
2875737
Hollis Gail Huge
IAR
7328975
John Hardy Rogers
IAR
8050392
Hanna Grace Vincent
IAR
8178094
GREGORY JAMES COTTER
IAR
5642066