Stuart Chauss�E & Associates, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 9, 2025, reports $408M in regulatory assets under management, 2 employees, and 473 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
100
2
HNWI
41.2%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$408Mas of April 9, 2025
Discretionary98.9%
$404M
99% of total RAUM98.9%
Non-discretionary1.1%
$4M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$408M
Total Accounts473
10Y AUM Change+$262M (+180.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee85:1
10Y Employee Change+1 (+100.0%)
* 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.