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CHI-RHO FINANCIAL, LLC

ATLANTA, GA · CRD 138947 · IAPD ↗ · chirhollc.com · 678-731-0032

$1.35BRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — CHI-RHO FINANCIAL, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — CHI-RHO FINANCIAL, LLC crossed $1B in regulatory AUM ($981.2M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — CHI-RHO FINANCIAL, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.