CHROME ADVISORS
SEC RegisteredHelping Tech Executives Get Smart with their Stock
About the firm
Chrome Advisors acts as a Chief Advisor for tech executives, helping them with smart stock planning, tax minimization, and lifestyle planning. The firm offers a fully digital experience and focuses on understanding clients' stock compensation, benefits packages, and broader life goals beyond money management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Smart stock planning, tax minimization, investment growth, wealth safeguarding, stock compensation analysis (option grants, RSUs, ESPP, SARs), benefits package review, career market value assessment, and lifestyle planning covering health, wellness, career, family, and community.
Who they serve
Tech executives who are on-the-go, on their devices, and seek current information at their fingertips, including those with stock compensation such as ISOs/NQSOs, RSUs, ESPP, and SARs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $19M |
| High Net Worth Individuals | 36 | $123M |
| Charitable Organizations | 5 | $4.1M |
| Sovereign Wealth Funds | 35 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHROME ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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