Chadler Investment Advisory Solutions reports 59 other clients. Of its assets, 6.1% ($14.1M across 5 accounts) are managed with discretion; $218M across 47 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Other | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Other | 59 | $232M | 100.0% | $3.93M |
| Total | 59 | $232M | 100% | $3.93M |
- Clients
- 59
- Regulatory AUM
- $232M
- AUM share
- 100.0%
- Avg. per client
- $3.93M
Total
- Clients
- 59
- Regulatory AUM
- $232M
- AUM share
- 100%
- Avg. per client
- $3.93M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Chadler Investment Advisory Solutions is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Acrisure NJ Partner Insurance Services, LLC owns 75% or more of Chadler Investment Advisory Solutions and is in turn owned by Acrisure Partner Group LLC (75% or more). The leadership team of Chadler Investment Advisory Solutions includes President Ryan Foley and Chief Investment Officer Scott Rappoport. It has 3 employees, 2 of them in advisory roles.
Leadership
- Ryan FoleyExecutive Vice President
- Aaron MillerExecutive Vice President
- Shawn PelsingerExecutive Vice President
- Scott RappoportPresident, Chief Compliance Officer & Chief Investment Officer
- Seth AshbySecretary
- Kent SnyderTreasurer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Carla R Matrisciano
- Scott Brian Rappoport
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Chadler Investment Advisory Solutions, LLC
Acrisure NJ Partner Insurance Services, LLC
Control person · since February 2024
- Owns 75% or more of Acrisure NJ Partner Insurance Services, LLC
Acrisure Partner Group LLC
Control person · since December 2022
- Owns 75% or more of Acrisure Partner Group LLC
Ap Group Holdco II, LLC
Control person · since November 2022
- Owns 75% or more of Ap Group Holdco II, LLC
Ap Group Holdco I, LLC
Control person · since November 2022
- Owns 75% or more of Ap Group Holdco I, LLC
Acrisure, LLC
Control person · since November 2022
- Owns 75% or more of Acrisure, LLC
Acrisure Intermediate Inc.
Control person · since February 2013
- Owns 75% or more of Acrisure Intermediate Inc.
Acrisure Holdings Inc.
Control person · since February 2013
Chadler Investment Advisory Solutions’ regulatory assets grew from $193M (January 2021) to $232M (March 2026); clients rose from 47 to 59 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $232M | 59 | 3 | 2 |
| April 2025 | $134M | 48 | 3 | 2 |
| March 2024 | $133M | 47 | 3 | 2 |
| January 2023 | $174M | 45 | 2 | 2 |
| March 2022 | $206M | 46 | 3 | 2 |
| January 2021 | $193M | 47 | 3 | 2 |
Besides its headquarters, Chadler Investment Advisory Solutions has 1 office (1 private residence, listed without an address), with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 1180 Passaic Avenue, FairfieldHQ
Contact and registration details
- Legal name
- Chadler Investment Advisory Solutions, LLC
- Headquarters
- 1180 Passaic Avenue, Fairfield, NJ 07004
- Website
- Not reported
- Phone
- 732-595-2200
- SEC file
- 801-107502
- Structure
- New Jersey LLC
- Fiscal year end
- December
Chadler Investment Advisory Solutions does not have custody of client assets.
At year end, Chadler Investment Advisory Solutions’ separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Chadler Investment Advisory Solutions have?
Chadler Investment Advisory Solutions has 59 clients and manages $232 million for them, as of March 2026. They include 59 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
How many financial advisors does Chadler Investment Advisory Solutions have?
Chadler Investment Advisory Solutions has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chadler Investment Advisory Solutions invest in?
At the end of its last fiscal year, Chadler Investment Advisory Solutions’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chadler Investment Advisory Solutions?
Chadler Investment Advisory Solutions is owned through a chain of holding companies by Acrisure Holdings Inc. Its direct owner is Acrisure NJ Partner Insurance Services, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Chadler Investment Advisory Solutions get paid?
Chadler Investment Advisory Solutions is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Chadler Investment Advisory Solutions?
Chadler Investment Advisory Solutions’ main office is at 1180 Passaic Avenue, Fairfield, NJ 07004. Its phone number is 732-595-2200.