# Chisholm Financial Planning & Investments

Chisholm Financial Planning & Investments is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 293233
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293233

## About

CHISHOLM FINANCIAL PLANNING & INVESTMENTS is a state-registered investment adviser with $47 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What investment stages does Chisholm Financial Planning & Investments typically target?

Investment stage preferences for Chisholm Financial Planning & Investments are not publicly documented. No stage focus has been reported in industry sources.

### Which sectors does Chisholm Financial Planning & Investments explicitly avoid?

The firm has not publicly stated any sector exclusions. Its investment universe is undefined in available records.

## Related profiles

- [Strategic Investments & Insurance](https://altss.com/profile/strategic-investments-and-insurance)
- [Clark Financial Planning](https://altss.com/profile/clark-financial-planning)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/chisholm-financial-planning-and-investments

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