{ "crd_number": 165763, "slug": "chadler-investment-advisory-solutions-llc-fairfield-nj-165763", "primary_business_name": "CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC", "legal_name": "CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC", "dbas": [], "city": "Fairfield", "state": "NJ", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-04-01", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-03-17", "carried_forward": false, "raum_total": 231981091.0, "raum_discretionary": 14061459.0, "raum_non_discretionary": 217919632.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 3, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 231981091.0, "count": 59, "description": "401K AND CASH BALANCE PLANS" } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "other" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NH", "NJ", "NY" ], "websites": [ "https://acrisure.com/employee-benefit-services" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165763", "city_as_filed": "FAIRFIELD", "url": "https://advisorcensus.com/firm/chadler-investment-advisory-solutions-llc-fairfield-nj-165763", "display_name": "Chadler Investment Advisory Solutions, LLC", "summary": "Chadler Investment Advisory Solutions, LLC is an SEC-registered investment advisory firm in Fairfield, NJ, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.", "citation": "AdvisorCensus. Chadler Investment Advisory Solutions, LLC (CRD 165763): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Other" ], "quick_answers": [ { "q": "How is Chadler Investment Advisory Solutions, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Chadler Investment Advisory Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Chadler Investment Advisory Solutions, LLC located?", "a": "Chadler Investment Advisory Solutions, LLC's principal office is in Fairfield, NJ, according to its Form ADV." }, { "q": "Is Chadler Investment Advisory Solutions, LLC registered with the SEC or a state?", "a": "Chadler Investment Advisory Solutions, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 165763." }, { "q": "How much does Chadler Investment Advisory Solutions, LLC manage?", "a": "Chadler Investment Advisory Solutions, LLC reports $231,981,091 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (6% discretionary)." }, { "q": "How have Chadler Investment Advisory Solutions, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Chadler Investment Advisory Solutions, LLC: Regulatory assets under management: $193,305,949 in the October 2021 data and $231,981,091 in the October 2026 data, up 20%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Chadler Investment Advisory Solutions, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: other (59)." }, { "q": "Does Chadler Investment Advisory Solutions, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165763" }, { "q": "What changed in Chadler Investment Advisory Solutions, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $134,470,095 to $231,981,091 (+73%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 193305949.0, "total_employees": 3, "filing_date": "2021-08-25" }, { "period": "2022-10-01", "regulatory_assets_under_management": 205993475.0, "total_employees": 3, "filing_date": "2022-03-04" }, { "period": "2023-10-01", "regulatory_assets_under_management": 174127260.0, "total_employees": 2, "filing_date": "2023-01-17" }, { "period": "2024-10-01", "regulatory_assets_under_management": 133083011.0, "total_employees": 3, "filing_date": "2024-03-14" }, { "period": "2025-10-01", "regulatory_assets_under_management": 134470095.0, "total_employees": 3, "filing_date": "2025-04-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 231981091.0, "total_employees": 3, "filing_date": "2026-03-17" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $134,470,095 to $231,981,091 (+73%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in FL, TX." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/chadler-investment-advisory-solutions-llc-fairfield-nj-165763.md", "clients": [ { "type": "other", "label": "Other", "count": 59, "fewer_than_5": false, "raum": 231981091.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165763", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }