# CHANCELLOR FINANCIAL GROUP LP

CHANCELLOR FINANCIAL GROUP LP of WILKES-BARRE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 159563
- Type: SEC-registered investment adviser
- SEC file number: 801-117707
- Location: 60 PUBLIC SQUARE, SUITE 600, WILKES-BARRE, PA, 18701
- Phone: (570) 822-4475
- Latest filing: 2026-03-16
- Regulatory AUM: $249.3M
- Discretionary AUM: $176.4M
- Non-discretionary AUM: $72.9M
- Clients: 9
- Accounts: 1,303

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Terrence Winston Casey | MANAGING PARTNER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| CASEY TERRENCE WINSTON | MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| MIHALICK CONSTANCE CATHERINE | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER; INVESTOR | — |
| WYANDT STACEY ALAN | CHIEF INVESTMENT OFFICER | — |
| Michael Davis Casey | COMMUNICATION DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-10-13 | regulatory | THE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF BANKING AND SECURITIES ALLEGED THAT CHANCELLOR FINANCIAL GROUP LP PREVIOUSLY ENGAGED IN ACTIVITY IN VIOLATION OF THE PENNSYLVANIA SECURITIES ACT OF 1972 SUGGESTING THAT CHANCELLOR FAILED TO REASONABLY SUPERVISE ONE OF ITS INVESTMENT ADVISOR REPRESENTATI… | Final | $3K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159563/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159563/similar
- Related entities: https://search.stillhousedata.com/firm/159563/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159563

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.