RIA Intel›Advisers›Wisconsin›CHAMBERS FINANCIAL GROUP, LLC.

CHAMBERS FINANCIAL GROUP, LLC.

Advisory

GREEN BAY, WI

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in WI

#313

of 354 advisers by AUM

Average account

$187K

across 300 accounts

AUM per adviser

$28M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients215

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

215 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

STRONG CAPITAL MANAGEMENT INC

MENOMONEE FALLS, WI

$56M

SIMS CAPITAL MANAGEMENT LLC

$56M

WISCONSIN ASSET MANAGEMENT, LLC

$56M

NAKOMA CAPITAL MANAGEMENT, LLC

$54M

LARSON WEALTH MANAGEMENT, LLC

$59M

REBEKAH LOVGREN ALLISON

$52M

Get the full picture on CHAMBERS FINANCIAL GROUP, LLC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CHAMBERS FINANCIAL GROUP, LLC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans