SourcingSourcing

CHANCELLOR FINANCIAL GROUP LP

B58
CRD 159563·SEC 801-117707·WILKES-BARRE, PA
AUM
$249.3M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$748K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHANCELLOR FINANCIAL GROUP LP
CRD
159563
SEC file #
801-117707
EIN
—
DBA names
Chancellor Financial Group Wb Lp

Economics

AUM
$249.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$106.3M → $249.3M▲ +135%
Client mix
Individuals Other1,252
Individuals High Net Worth46

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
WILKES-BARRE PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
chancellorfinancialgroup.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WINSTON CAPITAL PARTNERS, LP
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
WINSTON CAPITAL PARTNERS, LP
CASEY, TERRENCE, WINSTON
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
CHANCELLORFINANCIALGROUP.COM
Rdap Domain Creation Date
2012-03-19T15:59:52Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1034
Soi Zip Pct 200k Plus
0.0345
Soi Zip Returns 200k Plus
30
Soi Zip Total AGI
50,567
Fdic Zip Total Deposits
26,889,251,000
Fdic Zip Branch Count
258
Fdic Zip Top Banks
PNC Bank, National Association
Manufacturers and Traders Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Fidelity4
E*trade4
Fdic Zip Branches Raw
Franklin First Savings BankWilkes-Barre, PA
Franklin First Savings BankWilkes-Barre, PA
Fdic Zip HHI
1344.86
Fdic Zip Top Bank Share Pct
24.97
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-19T15:59:52Z
Rdap Domain Last Changed
2026-03-09T18:51:23Z
Rdap Nameservers
Ns-us.1and1-dns.comNs-us.1and1-dns.deNs-us.1and1-dns.orgNs-us.1and1-dns.us
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI4,188
Returns340
Stub 2
AGI10,903
Returns300
Stub 3
AGI5,895
Returns100
Soi Zip Total Business Income
1,022
Soi Zip Total Cap Gains
4,860
Soi Zip Total Dividends
1,632
Soi Zip Total Returns
870
Trust Company Affiliate
No

People (7)

7
CASEY, TERRENCE, WINSTON
IAR · Direct Owner · 37.5%
1433590
CASEY, MICHAEL, DAVIS
Executive Officer · 2.5%
7697145
STEVEN MICHAEL DAVIDOWITZ
IAR
4761539
JEAN MARIE BAUN
IAR
4342193
JAMES ROBERT GOODHART
IAR
712174
ROBERT AUGUST DWYER
IAR
722314
Thomas James O'Day
IAR
6695196