# Chadler Investment Advisory Solutions, LLC

> 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.

- CRD: 165763
- Filed as: CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfield, NJ
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165763
- AdvisorCensus page: https://advisorcensus.com/firm/chadler-investment-advisory-solutions-llc-fairfield-nj-165763

## Quick answers

**How is Chadler Investment Advisory Solutions, LLC compensated?**
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).

**Where is Chadler Investment Advisory Solutions, LLC located?**
Chadler Investment Advisory Solutions, LLC's principal office is in Fairfield, NJ, according to its Form ADV.

**Is Chadler Investment Advisory Solutions, LLC registered with the SEC or a state?**
Chadler Investment Advisory Solutions, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 165763.

**How much does Chadler Investment Advisory Solutions, LLC manage?**
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).

**How have Chadler Investment Advisory Solutions, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Chadler Investment Advisory Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: other (59).

**Does Chadler Investment Advisory Solutions, LLC report any disciplinary disclosures?**
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

**What changed in Chadler Investment Advisory Solutions, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $231,981,091
- Discretionary: $14,061,459
- Non-discretionary: $217,919,632

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | 59 | $231,981,091 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acrisure.com/employee-benefit-services

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $193,305,949 | 3 | August 25, 2021 |
| October 2022 | $205,993,475 | 3 | March 4, 2022 |
| October 2023 | $174,127,260 | 2 | January 17, 2023 |
| October 2024 | $133,083,011 | 3 | March 14, 2024 |
| October 2025 | $134,470,095 | 3 | April 11, 2025 |
| October 2026 | $231,981,091 | 3 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $134,470,095 to $231,981,091 (+73%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in FL, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chadler Investment Advisory Solutions, LLC (CRD 165763): Form ADV filing data as of October 2026.