# CHI-RHO Financial, LLC

> CHI-RHO Financial, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 138947
- Filed as: CHI-RHO FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138947
- AdvisorCensus page: https://advisorcensus.com/firm/chi-rho-financial-llc-atlanta-ga-138947

## Quick answers

**How is CHI-RHO Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CHI-RHO Financial, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CHI-RHO Financial, LLC located?**
CHI-RHO Financial, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is CHI-RHO Financial, LLC registered with the SEC or a state?**
CHI-RHO Financial, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 138947.

**How much does CHI-RHO Financial, LLC manage?**
CHI-RHO Financial, LLC reports $1,353,770,190 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have CHI-RHO Financial, LLC's assets and staff changed since 2021?**
In the Form ADV data for CHI-RHO Financial, LLC: Regulatory assets under management: $619,853,357 in the October 2021 data and $1,353,770,190 in the October 2026 data, up 118%. Total employees: 8 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CHI-RHO Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does CHI-RHO Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138947

**What changed in CHI-RHO Financial, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $1,170,153,995 to $1,353,770,190 (+16%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,353,770,190
- Discretionary: $1,353,770,190
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $1,353,770,190 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chirhollc.com
- LinkedIn @5961164

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $619,853,357 | 8 | June 30, 2021 |
| October 2022 | $685,729,402 | 10 | March 30, 2022 |
| October 2023 | $844,089,282 | 12 | August 22, 2023 |
| October 2024 | $981,208,856 | 13 | August 21, 2024 |
| October 2025 | $1,170,153,995 | 11 | March 31, 2025 |
| October 2026 | $1,353,770,190 | 13 | March 31, 2026 |

Regulatory assets under management: $619,853,357 in the October 2021 data and $1,353,770,190 in the October 2026 data, up 118%.
Total employees: 8 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $1,170,153,995 to $1,353,770,190 (+16%).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CHI-RHO Financial, LLC (CRD 138947): Form ADV filing data as of October 2026.