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Chicory Wealth CRD 290887
$840M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Decatur, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-14 |
Branch Locations
Decatur, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chicory Wealth | Decatur | GA | 12/2025 | Present |
| Rockwall Heath High School | Rockwall | TX | 06/2016 | 06/2017 |
| Stanford University | Stanford | CA | 09/2017 | 06/2020 |
| Bain & Company | Dallas | TX | 06/2020 | 08/2020 |
| Nearby Hq | Oakland | CA | 06/2021 | 08/2021 |
| Stanford University | Stanford | CA | 09/2021 | 04/2022 |
| Gh Smart | Denver | CO | 04/2022 | 07/2022 |
| Bridgewater Associates | Westport | CT | 09/2022 | 06/2024 |
| Realist Lab | Stamford | CT | 06/2024 | Present |
| Adasina Social Capital | San Francisco | CA | 03/2025 | 06/2025 |
| Stanford University | Stanford | CA | 09/2020 | 06/2021 |
Realist Lab; not investment-related; 700 Canal St, Stamford CT 06902; startup accelerator for companies/nonprofits; Platform; guide founders who may need strategic support and guidance; < 8 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
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