CA
Chief Advisors Corporation
State-registered
Wealth Manager · Boutique (under $100M)
CRD 125261
· Salina, KS
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ADV data as of Feb 26, 2026
- Regulatory AUM
- $70.9M
- Discretionary
- $70.9M
- Clients
- 185
- Avg AUM / client
- $383K
- Accounts
- 185
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 178 | $54.6M | 77.0% |
| High net worth individuals | 7 | $16.3M | 23.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Lee Hamman | Registered representative | Apr 2007 (19y) | ||
| Thomas Allan Cosgrove | Registered representative | May 2010 (16y) | ||
| Peter Joseph Mcgee | Registered representative | Chartered Financial Consultant | Sep 2011 (15y) | |
| Paul Alan Swank | Registered representative | May 2015 (11y) | ||
| Douglas Wayne Miller | Registered representative | CFP | May 2021 (5y) | |
| Trevor Lynn Fetters | Registered representative | Aug 2021 (5y) | ||
| Ronald Lee Smith | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗