The Chartist is an SEC registered investment adviser organized as a corporation with a primary office location in Long Beach, CA. Its latest Form ADV filing, dated January 5, 2026, reports $170M in regulatory assets under management, 3 employees, and 426 accounts.
Assets Under Management
$170M
Employees
2
Offices
--
Total Clients
426
Primary office
LONG BEACH, CA
6621 E. PACIFIC COAST HWY. #240, LONG BEACH, CA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Subscription fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
426
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of May 15, 2026
Discretionary100.0%
$170M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$170M
Total Accounts426
10Y AUM Change$-43M (-20.4%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee213:1
10Y Employee Change-2 (-50.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.