# Chlastawa, Allan F.

> Chlastawa, Allan F. is an SEC-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 288859
- Filed as: CHLASTAWA, ALLAN F.
- Legal name: Chlastawa, Allan Frank
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288859
- AdvisorCensus page: https://advisorcensus.com/firm/chlastawa-allan-f-288859

## Quick answers

**How is Chlastawa, Allan F. compensated?**
On its Form ADV (Item 5.E, October 2026), Chlastawa, Allan F. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Is Chlastawa, Allan F. registered with the SEC or a state?**
Chlastawa, Allan F. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 288859.

**How much does Chlastawa, Allan F. manage?**
Chlastawa, Allan F. reports $67,244,269 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (0% discretionary).

**How have Chlastawa, Allan F.'s assets and staff changed since 2021?**
In the Form ADV data for Chlastawa, Allan F.: Regulatory assets under management: $44,932,901 in the October 2021 data and $67,244,269 in the October 2026 data, up 50%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chlastawa, Allan F. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (20).

**Which custodians does Chlastawa, Allan F. use?**
Chlastawa, Allan F.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Chlastawa, Allan F. 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/288859

**Does Chlastawa, Allan F. state an account minimum?**
Its Form ADV Part 2A brochure dated March 29, 2026 says: "Advisor does not impose minimum fee or account balance requirements for opening or maintaining an account(s)."

**What changed in Chlastawa, Allan F.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $59,889,510 to $67,244,269 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Account minimum: None

> Advisor does not impose minimum fee or account balance requirements for opening or maintaining an account(s).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $67,244,269
- Discretionary: $0
- Non-discretionary: $67,244,269

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $21,811,465 |
| High net worth individuals | 20 | $44,837,191 |
| Charitable organizations | Fewer than 5 | $595,613 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $44,932,901 | 1 | March 21, 2021 |
| October 2022 | $53,317,881 | 1 | March 28, 2022 |
| October 2023 | $45,355,942 | 1 | March 29, 2023 |
| October 2024 | $52,114,482 | 1 | March 24, 2024 |
| October 2025 | $59,889,510 | 1 | March 26, 2025 |
| October 2026 | $67,244,269 | 1 | March 29, 2026 |

Regulatory assets under management: $44,932,901 in the October 2021 data and $67,244,269 in the October 2026 data, up 50%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $59,889,510 to $67,244,269 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chlastawa, Allan F. (CRD 288859): Form ADV filing data as of October 2026.