Chadwick Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chadwick Financial is a state-registered investment adviser that provides portfolio management, financial planning, and related advisory services to individual and high net worth clients. The firm serves a client base through managed accounts and may recommend unaffiliated third‑party sub‑advisors to implement strategies on client assets.
The firm’s filings indicate it manages assets almost entirely on a non‑discretionary basis (reported as $0 discretionary and $61 million non‑discretionary), so clients generally retain decision authority and the firm provides recommendations and oversight rather than unilateral trading authority. Its investment approach incorporates asset allocation, dollar‑cost averaging, and a mix of long‑ and short‑term purchases, with account reviews at least quarterly and periodic use of model or sub‑advised strategies.
Distinctive aspects include its affiliation with an insurance agency and the fact that firm representatives are licensed to offer commissionable insurance products and annuities, a business line the brochure discloses can occupy up to 30% of a representative’s time and may create conflicts of interest. The firm also provides a one‑time financial plan prior to establishing investment accounts and relies on custodial relationships with major custodians for execution and client reporting.
Client services
Expertise
Fee options
Under $500,000 - $499,999: 1.40% $500,000 - $999,999: 1.30% $1,000,000 - $1,999,999: 1.20% $2,000,000 - $3,000,000: 1.10% Over $3,000,000+: 1.00%
Main office
6513 Colleyville Boulevard, Suite 200
Colleyville TX 76034
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Chadwick Financial · The Chad Golseth Agency, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jacob G
Series 65
Colleyville, TX
Chadwick Financial
Jacob Golseth is a financial advisor at Chadwick Financial with five years of industry experience. He holds the Series 65 designation and has worked at Brookstone Wealth Advisors and Triad Wealth Partners. Golseth is also licensed as an insurance agent and engages in insurance sales as a secondary business activity. Chadwick Financial is a state-registered investment adviser that provides portfolio management and financial planning services to individual and high net worth clients. The firm primarily manages assets on a non-discretionary basis, offering recommendations while clients retain decision authority, and incorporates asset allocation and dollar-cost averaging in its investment approach.
Chad G
Series 63, Series 65
Colleyville, TX
Chadwick Financial
Chad Golseth is a financial advisor at Chadwick Financial with Series 63 and Series 65 licenses and 30 years of industry experience. He has held various roles at firms including Triad Wealth Partners, World Equity Group, and TCM Securities, and has owned The Chad Golseth Agency, Inc. since 2014. Outside of financial advising, he is co-owner of Buffalo Marketing Inc. and serves as a board member of his wife’s property and casualty insurance agency. Chadwick Financial is a state-registered investment adviser serving individual and high net worth clients with portfolio management and financial planning services. The firm primarily provides non-discretionary investment oversight using asset allocation, dollar-cost averaging, and a mix of purchase strategies, and it may recommend third-party sub-advisors to manage client assets.
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