Chi Rho Financial, LLC (Peachtree Corners)

Chi Rho Financial provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chi Rho Financial: assets under management

The assets under management (AUM) of Chi Rho Financial, LLC is $591.48 million. The firm's AUM has grown by 56% since the beginning of its operation, and $113.5 million of the total AUM is attributable to clients outside of the United States.

The firm manages $555.01 million in discretionary accounts and $36.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $138.75 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.46 million.

Chi Rho Financial has custody of $554.96 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chi Rho Financial, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Chi Rho Financial serves?

The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Chi Rho Financial is pooled investment vehicles with 4 clients and $555.01 million of assets under management. Among the 8 most similar advisory firms, Chi Rho Financial has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $591.48 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 40% of the firm’s clients are foreign persons or businesses.

Chi Rho Financial also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000.

Careers at Chi Rho Financial, LLC

The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Peachtree Corners

The principal office where Chi Rho Financial, LLC performs its advisory services is located at 3295 River Exchange Drive, Peachtree Corners, GA 30092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-731-0032 or by fax 678-731-0039. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at chirhollc.com.

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