Chadler Investment Advisory Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairfield, NJ. Its latest Form ADV filing, dated March 17, 2026, reports $232M in regulatory assets under management, 3 employees, 1 office, and 52 accounts.
Top client segment401K AND CASH BALANCE PLANS represent 100.0% of total clients.
Top client categories% of clientsClients
1
401K AND CASH BALANCE PLANS
100.0%
59
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of March 17, 2026
Discretionary6.1%
$14M
6% of total RAUM6.1%
Non-discretionary93.9%
$218M
94% of total RAUM93.9%
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.
Total AUM$232M
Total Accounts52
10Y AUM Change+$147M (+173.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee20:1
10Y Employee Change+1 (+50.0%)
* 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.