CHISHOLM FINANCIAL PLANNING & INVESTMENTS

CHISHOLM FINANCIAL PLANNING & INVESTMENTS is an SEC-registered investment adviser (CRD 293233). Regulatory assets under management: $47.0M.

Registration

• CRD: 293233
• Type: Registered investment adviser
• Phone: (315) 771-4833
• Latest filing: 2026-01-09
• Regulatory AUM: $47.0M
• Non-discretionary AUM: $47.0M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293233 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search