# Chevron Financial

> Chevron Financial is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 321794
- Filed as: CHEVRON FINANCIAL
- Legal name: Chevron Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321794
- AdvisorCensus page: https://advisorcensus.com/firm/chevron-financial-321794

## Quick answers

**How is Chevron Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Chevron Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Chevron Financial registered with the SEC or a state?**
Chevron Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321794.

**How much does Chevron Financial manage?**
Chevron Financial reports $13,673,736 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Chevron Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24).

**Does Chevron 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/321794

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,673,736
- Discretionary: $13,673,736
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $5,052,597 |
| High net worth individuals | Fewer than 5 | $8,621,139 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chevronfinancial.com
- Facebook @ChevronFinancial
- LinkedIn @chevronfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chevron Financial (CRD 321794): Form ADV filing data as of October 2026.