SAN FRANCISCO, CACRD 311539Latest ADV March 2, 2026
Chrome Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 2, 2026, reports $152M in regulatory assets under management, 2 employees, and 375 accounts.
Assets Under Management
$152M
Employees
2
Offices
--
Total Clients
124
Primary office
SAN FRANCISCO, CA
345 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 38.7% of total clients.
Top client categories% of clientsClients
1
Individuals
38.7%
48
2
HNWI
29.0%
36
3
Insurance Cos.
28.2%
35
4
Pension Plans
4.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 2, 2026
Discretionary81.6%
$124M
82% of total RAUM81.6%
Non-discretionary18.4%
$28M
18% of total RAUM18.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts375
10Y AUM Change+$152M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.