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CHU FINANCIAL MANAGEMENT CORPORATION

Advisory

PA

Data as of Nov 12, 2024 · Source: SEC Form ADV

Rank in PA

#1,053

of 1,528 advisers by AUM

Average account

$1M

across 43 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 12, 2024.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

43 clients

12 high-net-worth

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

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Advisers of similar size in PA

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

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KAPP/SCANLON FINANCIAL GROUP, LLC

$47M

DRUCKER & SCACCETTI CAPITAL MARKETS, INC.

$48M

OLD SECURITY ADVISORS, INC

WEST CHESTER, PA

$47M

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