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Chad Joseph Norfolk

Homrich Berg

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About Chad Joseph Norfolk

Chad Norfolk is an investment advisor representative with Homrich Berg. Chad has been in the industry since 1999, has his Series 7, 6, and 66 licenses and is also a Certified Financial Planner. He has previous experience at Triad Advisors, Inc. and 1st Global Capital Corp. Chad specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. He also provides selection of other advisors and bill pay services. Chad is registered in Maryland.

Firm Information

Chad Norfolk is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Norfolk’s Registration & Firm History

GA

01/22/2025 - Present

Homrich Berg (ATLANTA GA)

GA

09/24/2001 - 06/14/2006

TRIAD ADVISORS, INC. (ATLANTA GA)

TX

03/08/1999 - 10/17/2001

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 02/21/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Joseph Norfolk.
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