CHANCELLOR FINANCIAL GROUP LP
Legal name: CHANCELLOR FINANCIAL GROUP WB LP
CRD #159563 SEC #801-117707 WILKES-BARRE, PA (570) 822-4475
SEC Registered
Total AUM
$216.1M
Discretionary
$179.1M
Employees
8
Clients
0
Accounts
1,404
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASEY, TERRENCE, WINSTON | I | PRESIDENT | NA | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT | NA | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT | NA | Control |
| MIHALICK, CONSTANCE, CATHERINE | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WYANDT, STACEY, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CASEY, TERRENCE, WINSTON | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, TERRENCE, WINSTON | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, TERRENCE, WINSTON | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, TERRENCE, WINSTON | I | MANAGING PARTNER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| WINSTON CAPITAL PARTNERS, LP | DE | HOLDING COMPANY | D | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| CASEY, TERRENCE, WINSTON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| MIHALICK, CONSTANCE, CATHERINE | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| MIHALICK, CONSTANCE, CATHERINE | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| MIHALICK, CONSTANCE, CATHERINE | I | CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| MIHALICK, CONSTANCE, CATHERINE | I | INVESTOR | B | |
| MIHALICK, CONSTANCE, CATHERINE | I | INVESTOR | B | |
| MIHALICK, CONSTANCE, CATHERINE | I | INVESTOR | B | |
| MIHALICK, CONSTANCE, CATHERINE | I | INVESTOR | B | |
| MIHALICK, CONSTANCE, CATHERINE | I | INVESTOR | B | |
| MIHALICK, CONSTANCE, CATHERINE | I | INVESTOR | B | |
| WYANDT, STACEY, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WYANDT, STACEY, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
| WYANDT, STACEY, ALAN | I | CHIEF INVESTMENT OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS LP | E | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
| CASEY, TERRENCE, WINSTON | I | WINSTON CAPITAL PARTNERS, LP | D | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (5)
FL NC NJ NY PA
Address
60 PUBLIC SQUARESUITE 600
WILKES-BARRE, PA 18701
United States
Phone: (570) 822-4475