C

Chief Advisors Corp

Updated today

Client assets under management

$70,917,900

Clients

185

4% high-net-worth

Advisors

7

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

26

Very Low

Average account size

$383,340

About

Chief Advisors Corp is a fee-based registered investment adviser that provides portfolio management and investment advice to individuals (including high-net-worth clients), trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages client portfolios across multiple accounts and custodians, with a small team of advisors serving a concentrated client base and operating from six offices.

The firm generally operates with discretionary authority for managed accounts and discourages non‑discretionary arrangements, implementing trades without prior client consent consistent with stated objectives. Its investment process draws on fundamental, technical, and behavioral analysis across a broad range of securities, and it manages accounts separately while noting it does not have a system to monitor individualized trading restrictions imposed by clients.

Chief Advisors is notable for several structural features disclosed in its ADV: many of its investment adviser representatives are dually registered with a broker‑dealer (American Global Wealth Management) and the firm is affiliated with other registered advisers, which the brochure discusses as sources of potential conflicts (for example, mutual fund share‑class and 12b‑1 considerations). The firm also operates from five or more offices—uncommon for similarly sized team firms—and its ADV contains extensive disclosures and policies addressing rollovers, share‑class selection, custody/fee deductions, and other conflict‑management practices.

Client services

Portfolio management

Expertise

General retirement planning

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Fee options

Percentage

2.99% annually

Project-based

Up to $300 per hour for consulting services

Other

Account minimum: $5,000

Main office location

Chief Advisors Corp

110 E. Iron Ave, Suite B

Salina KS 67401, United States

Number of offices

6

Most active in

Kansas · Michigan · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Ronald S

Series 63, Series 65

Salina, KS

Chief Advisors Corp

Ronald Smith is a financial advisor at Chief Advisors Corp with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and OSAIC. Outside of advising, he is involved in fixed insurance sales through Smith Insurance Services. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm operates with a small team across multiple offices, managing portfolios with discretionary authority using fundamental, technical, and behavioral analysis.

General retirement planning
user avatar

Thomas C

Series 63, Series 66

Traverse City, MI

Chief Advisors Corp

Thomas Cosgrove is a financial advisor with TC Advisors Ltd. in Traverse City, MI, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His career includes roles at CF Advisors LLC, Financial Wealth Solutions LLC, Chief Advisors Corp, and First Asset Financial Inc. He serves as the board chairman of the Cosgrove Foundation, a nonprofit organization focused on addressing community needs through grant-making. TC Advisors Ltd. is a registered investment adviser managing approximately $85.9 million in assets for individuals, trusts, retirement accounts, corporations, estates, and nonprofits. The firm emphasizes discretionary asset management using a combination of fundamental, technical, and behavioral analysis across various securities.

General retirement planning
user avatar

Trevor F

Series 63, Series 66

Traverse City, MI

Chief Advisors Corp

Trevor Fetters is a financial advisor at CF Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including First Asset Financial Inc. and Massachusetts Mutual Life Insurance Company. CF Advisors LLC provides fee-based investment advisory and portfolio management services to individuals, trusts, retirement accounts, corporations, estates, and nonprofit organizations. The firm manages approximately $62 million for about 98 clients, using a combination of fundamental and technical analysis alongside modern portfolio theory.

General retirement planning
user avatar

Douglas M

CFP®, Series 63, Series 66

Lawrence, KS

Chief Advisors Corp

Douglas Miller is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at Chief Advisors Corp, where he has worked since 2021, following a 24-year tenure at Charles Schwab. Miller holds Series 63 and Series 66 licenses. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages client portfolios using a discretionary approach and combines fundamental, technical, and behavioral analysis across a wide range of securities.

General retirement planning
user avatar

Robert H

Series 63, Series 65

Salina, KS

Chief Advisors Corp

Robert Hamman is a financial advisor with TC Advisors Ltd. in Salina, Kansas, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His career includes roles at American Global Wealth Management, CF Advisors LLC, and First Asset Financial Inc. He also operates a consulting business offering compliance and insurance services. TC Advisors Ltd. provides fee-based portfolio management and advisory services to individuals, trusts, retirement accounts, corporations, estates, and nonprofit organizations, managing approximately $85.9 million in assets. The firm primarily delivers discretionary asset management using a combination of fundamental, technical, and behavioral analysis across various securities.

General retirement planning
user avatar

Peter M

ChFC®, Series 63, Series 66

Overland Park, KS

Chief Advisors Corp

Peter McGee is a financial advisor with Chief Advisors Corp in Overland Park, KS, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Chief Advisors Corp since 2011. Outside of his advisory role, McGee is engaged in selling various insurance products through a separate entity and serves as a FINRA arbitrator. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm employs a combined fundamental, technical, and behavioral investment approach and typically operates with discretionary authority across multiple accounts and custodians.

General retirement planning
user avatar

Paul S

Series 63, Series 66

Topeka, KS

Chief Advisors Corp

Paul Swank is a financial advisor with Chief Advisors Corp in Topeka, KS, holding Series 63 and Series 66 registrations and 29 years of industry experience. He has worked at American Global Wealth Management since 2026 and has over a decade of experience with Chief Advisors Corporation and First Asset Financial Inc. Outside of advisory roles, Swank serves as an independent insurance agent and is involved in officiating high school volleyball and basketball games. He also holds nonprofit and community roles, including CFO of the Koenitzer-Sayles Foundation and board member of the Topeka Festival Singers. Chief Advisors Corp is a fee-based registered investment adviser that serves individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages portfolios on a discretionary basis using fundamental, technical, and behavioral analysis, operating through a small team across multiple offices.

General retirement planning
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