# Chadwick Financial

> Chadwick Financial is a state-registered investment advisory firm in Colleyville, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 337228
- Filed as: CHADWICK FINANCIAL
- Legal name: The Chad Golseth Agency, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colleyville, TX
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337228
- AdvisorCensus page: https://advisorcensus.com/firm/chadwick-financial-colleyville-tx-337228

## Quick answers

**How is Chadwick Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Chadwick Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Chadwick Financial located?**
Chadwick Financial's principal office is in Colleyville, TX, according to its Form ADV.

**Is Chadwick Financial registered with the SEC or a state?**
Chadwick Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337228.

**How much does Chadwick Financial manage?**
Chadwick Financial reports $61,000,000 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (0% discretionary).

**What types of clients does Chadwick Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (153); high net worth individuals (14).

**Does Chadwick Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337228

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $61,000,000
- Discretionary: $0
- Non-discretionary: $61,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $46,300,000 |
| High net worth individuals | 14 | $14,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chadwickfinancial.net
- LinkedIn @chadwick-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chadwick Financial (CRD 337228): Form ADV filing data as of October 2026.