Multi-Family OfficeRIA · CRD 292233

Updated:

Chamberlain Financial Group

Chamberlain Financial Advisors, Inc. is a state-registered investment adviser. The firm manages approximately $72 million in regulatory assets.

Chamberlain Financial Group

Chamberlain Financial Advisors, Inc. is a state-registered investment adviser. The firm manages approximately $72 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

1950

Location

Region

North America

Country

United States

City

Salem

Corporate office

Tulsa, OK, United States

Principals

Charles Chamberlain

President

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Chamberlain Financial Advisors?

Charles Chamberlain serves as President and acts as the primary investment decision-maker, according to the firm's ADV filings. No other named investment committee members are publicly listed.

What investment stages does Chamberlain Financial target?

The firm holds direct positions in private credit, real estate, and infrastructure investments, per public filings. These appear to span both primary investments and secondary market purchases, though stage specificity is not disclosed.

How does Chamberlain Financial source proprietary deal flow?

The firm relies on relationships developed over decades in Tulsa, along with a network of intermediaries in the private credit and real asset sectors. It does not maintain a publicized sourcing platform.

What is Chamberlain Financial's known posture on co-investments alongside external GPs?

No public evidence exists of the firm participating in co-investment structures. Given its small size and lack of institutional marketing, co-investments appear unlikely unless arranged through private GPs.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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