Chatterton & Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Anaheim, CA. Its latest Form ADV filing, dated March 20, 2026, reports $1.3B in regulatory assets under management, 31 employee, and 2,908 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
1,145
2
HNWI
25.7%
397
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 20, 2026
Discretionary30.0%
$399M
30% of total RAUM30.0%
Non-discretionary70.0%
$929M
70% of total RAUM70.0%
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$1.3B
Total Accounts2,908
10Y AUM Change+$741M (+126.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee50:1
10Y Employee Change+25 (+416.7%)
* 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.