AUMdb

Chronos Wealth Management, L.L.C.

SEC-registered Insurance-Affiliated · Small ($100M–$1B) CRD 299782 · SEC file 801-116711 · Clearwater, FL · www.Chronoswm.com
☆ Save with Pro ADV data as of Feb 19, 2026
Regulatory AUM
$274M
Discretionary
$274M
Clients
223
Avg AUM / client
$1.2M
Accounts
530
Employees
3

AUM over time

$143M $274M
Apr 30, 2019 Feb 19, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026

Investments (13F portfolio — 38 positions, $225,353,425)

13F period Jun 30, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Eli Lilly & Co COM $24,691,466 20,586 11.0% 9.01%
2 Alphabet Inc CAP STK CL C $18,751,576 53,071 8.32% 6.84%
3 Apple Inc COM $16,430,472 56,782 7.29% 6.0%
4 Jpmorgan Chase & Co COM $13,025,963 39,794 5.78% 4.75%
5 Amazon Com Inc COM $12,968,556 54,412 5.75% 4.73%
6 Asml Hldg Nv N Y REGISTRY SHS $12,881,624 6,475 5.72% 4.7%
7 Microsoft Corp COM $12,001,919 32,175 5.33% 4.38%
8 Berkshire Hathaway Inc Del CL B NEW $11,105,155 22,193 4.93% 4.05%
9 Visa Inc COM CL A $10,455,005 30,473 4.64% 3.82%
10 Southern Co COM $8,628,639 90,154 3.83% 3.15%
11 Johnson & Johnson COM $8,131,357 32,017 3.61% 2.97%
12 Home Depot Inc COM $7,264,503 20,598 3.22% 2.65%
13 Rtx Corporation COM $6,819,655 35,944 3.03% 2.49%
14 Unitedhealth Group Inc COM $6,704,112 16,130 2.97% 2.45%
15 Costco Wholesale Corporation COM $6,577,290 7,031 2.92% 2.4%
16 Digital Rlty Tr Inc COM $6,095,304 33,942 2.7% 2.22%
17 Lockheed Martin Corp COM $5,807,335 11,399 2.58% 2.12%
18 Illinois Tool Wks Inc COM $5,698,532 21,069 2.53% 2.08%
19 Stryker Corporation COM $5,655,786 17,964 2.51% 2.06%
20 Pnc Finl Svcs Group Inc COM $5,090,106 20,673 2.26% 1.86%
21 Procter & Gamble Co COM $4,570,622 31,169 2.03% 1.67%
22 Antero Resources Corp COM $4,462,780 127,000 1.98% 1.63%
23 Blackrock Inc COM $3,170,263 3,297 1.41% 1.16%
24 Xcel Energy Inc COM $922,005 11,482 0.41% 0.34%
25 Csx Corp COM $902,357 18,985 0.4% 0.33%

Top 25 of 38 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 139 $51.0M 18.6%
High net worth individuals 82 $218M 79.4%
Pension and profit sharing plans 2 $5.5M 2.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
William Wallace Chamberlain Managing Member Sep 2017 (9y) 75% or more
Nicole Renee Chamberlain Chief Compliance Officer Mar 2023 (3y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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)

FormPeriodSize
Form ADV (full filing) 02/19/2026 911 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.

View current Form ADV (SEC/IAPD) ↗