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CHROME ADVISORS

SAN FRANCISCO, CA · CRD 311539 · IAPD ↗ · chromeadvisors.com · 415-818-9005

$152.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CHROME ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2025 — CHROME ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — CHROME ADVISORS reported RAUM up 27% ($100.3M -> $127.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — CHROME ADVISORS (SAN FRANCISCO, CA) is newly SEC-registered with $100.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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