# CHC Financial Solutions, LLC

> CHC Financial Solutions, LLC is a state-registered investment advisory firm in Rockville, MD, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 339881
- Filed as: CHC FINANCIAL SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339881
- AdvisorCensus page: https://advisorcensus.com/firm/chc-financial-solutions-llc-rockville-md-339881

## Quick answers

**How is CHC Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CHC Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CHC Financial Solutions, LLC located?**
CHC Financial Solutions, LLC's principal office is in Rockville, MD, according to its Form ADV.

**Is CHC Financial Solutions, LLC registered with the SEC or a state?**
CHC Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339881.

**How much does CHC Financial Solutions, LLC manage?**
CHC Financial Solutions, LLC reports $74,594,335 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (93% discretionary).

**What types of clients does CHC Financial Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (18); corporations or other businesses not listed above (7).

**Does CHC Financial Solutions, LLC 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/339881

**What changed in CHC Financial Solutions, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $74,594,335.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $74,594,335
- Discretionary: $69,505,588
- Non-discretionary: $5,088,747

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $25,477,651 |
| High net worth individuals | 18 | $43,582,970 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $444,967 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $5,088,747 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [chcworks.com](https://chcworks.com)
- LinkedIn @joncohencpa

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $74,594,335.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CHC Financial Solutions, LLC (CRD 339881): Form ADV filing data as of October 2026.