# Chandler Asset Management Inc

> Chandler Asset Management Inc is an SEC-registered investment advisory firm in San Diego, CA, registered since 1993, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 107287
- Filed as: CHANDLER ASSET MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107287
- AdvisorCensus page: https://advisorcensus.com/firm/chandler-asset-management-inc-san-diego-ca-107287

## Quick answers

**How is Chandler Asset Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Chandler Asset Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Chandler Asset Management Inc located?**
Chandler Asset Management Inc's principal office is in San Diego, CA, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Chandler Asset Management Inc registered with the SEC or a state?**
Chandler Asset Management Inc is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 107287.

**How much does Chandler Asset Management Inc manage?**
Chandler Asset Management Inc reports $45,311,900,938 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (84% discretionary).

**How have Chandler Asset Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Chandler Asset Management Inc: Regulatory assets under management: $22,280,446,212 in the October 2021 data and $45,311,900,938 in the October 2026 data, up 103%. Total employees: 32 in October 2021 and 54 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chandler Asset Management Inc serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (236); other (9); corporations or other businesses not listed above (6).

**Which custodians does Chandler Asset Management Inc use?**
Chandler Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Principal Financial Group and US Bank, NA as custodians holding 10% or more of its separately managed account assets.

**Does Chandler Asset Management Inc 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/107287

**What changed in Chandler Asset Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 18 to 20.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Principal Financial Group
- US Bank, NA

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $45,311,900,938
- Discretionary: $38,240,362,742
- Non-discretionary: $7,071,538,196

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $2,279,408,431 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $14,711,565 |
| Charitable organizations | 5 | $80,344,103 |
| State or municipal government entities (including government pension plans) | 236 | $37,748,288,241 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $163,070,873 |
| Other | 9 | $5,026,077,725 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1993 (33 years)
- Employees: 54 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Clearwater, FL
- Denver, CO
- Novato, CA
- Oakland, CA
- Seattle, WA
- Ventura, CA

### Websites listed on Form ADV (Item 1.I)
- chandlerasset.com
- LinkedIn @911143
- YouTube @UCIUGGxVg75mCArkBSkyWRRw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $22,280,446,212 | 32 | March 30, 2021 |
| October 2022 | $25,784,973,967 | 37 | April 12, 2022 |
| October 2023 | $28,640,972,420 | 42 | May 12, 2023 |
| October 2024 | $35,803,584,515 | 45 | April 30, 2024 |
| October 2025 | $41,582,938,832 | 52 | May 20, 2025 |
| October 2026 | $45,311,900,938 | 54 | March 25, 2026 |

Regulatory assets under management: $22,280,446,212 in the October 2021 data and $45,311,900,938 in the October 2026 data, up 103%.
Total employees: 32 in October 2021 and 54 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 20.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chandler Asset Management Inc (CRD 107287): Form ADV filing data as of October 2026.