RIA Intel›Advisers›New York›CHISHOLM PLANNING, LLC

CHISHOLM PLANNING, LLC

Advisory

NY

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in NY
#4,460
of 5,722 advisers by AUM
Average account
$723K
across 65 accounts
AUM per adviser
$47M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$47M
Discretionary %
0%
Clients
45
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$47M
Discretionary AUM$0
Non-Discretionary AUM$47M
Discretionary %0%
Total Clients45
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

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

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HILBERT 8, LLC
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BROADLAWN CAPITAL, LLC
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$47M

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