{"url":"https://nivawealth.com/firms/chadler-investment-advisory-solutions-165763","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/165763","regulatoryAum":231981091,"crd":"165763","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5691576","suffix":null,"lastName":"MATRISCIANO","firstName":"CARLA","middleName":"R"},{"crd":"1352073","suffix":null,"lastName":"RAPPOPORT","firstName":"SCOTT","middleName":"BRIAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-22","regulatoryAum":193305949,"clients":47,"employees":3,"offices":2},{"filedOn":"2022-03-04","regulatoryAum":205993475,"clients":46,"employees":3,"offices":2},{"filedOn":"2023-01-17","regulatoryAum":174127260,"clients":45,"employees":2,"offices":2},{"filedOn":"2024-03-14","regulatoryAum":133083011,"clients":47,"employees":3,"offices":2},{"filedOn":"2025-04-11","regulatoryAum":134470095,"clients":48,"employees":3,"offices":2},{"filedOn":"2026-03-17","regulatoryAum":231981091,"clients":59,"employees":3,"offices":2}],"secFileNumber":"801-107502","legalName":"Chadler Investment Advisory Solutions, LLC","displayName":"Chadler Investment Advisory Solutions","slug":"chadler-investment-advisory-solutions-165763","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1180 Passaic Avenue","city":"Fairfield","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07004"},"tradeNames":[],"registration":{"secApproved":"1 April 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Officer & Chief Investment Officer","crd":"1352073"},{"name":"Seth Ashby","title":"Secretary","crd":"8228406"},{"name":"Kent Snyder","title":"Treasurer","crd":"8012760"}],"ownership":[{"label":"Acrisure NJ Partner Insurance Services, LLC","detail":"Member in the 75% or more ownership band and a control person, since February 2024."},{"label":"Acrisure Intermediate Inc.","detail":"Indirect owner: a shareholder of Acrisure, LLC in the 75% or more band and a control person, since February 2013.","parent":"Acrisure, LLC"},{"label":"Acrisure Holdings Inc.","detail":"Indirect owner: a shareholder of Acrisure Intermediate Inc. in the 75% or more band and a control person, since February 2013.","parent":"Acrisure Intermediate Inc."},{"label":"Acrisure Partner Group LLC","detail":"Indirect owner: a member of Acrisure NJ Partner Insurance Services, LLC in the 75% or more band and a control person, since December 2022.","parent":"Acrisure NJ Partner Insurance Services, LLC"},{"label":"Ap Group Holdco II, LLC","detail":"Indirect owner: a member of Acrisure Partner Group LLC in the 75% or more band and a control person, since November 2022.","parent":"Acrisure Partner Group LLC"},{"label":"Ap Group Holdco I, LLC","detail":"Indirect owner: a member of Ap Group Holdco II, LLC in the 75% or more band and a control person, since November 2022.","parent":"Ap Group Holdco II, LLC"},{"label":"Acrisure, LLC","detail":"Indirect owner: a member of Ap Group Holdco I, LLC in the 75% or more band and a control person, since November 2022.","parent":"Ap Group Holdco I, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"1180 Passaic Avenue","city":"Fairfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"732-595-2200","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Other"],"financialPlanningClients":"0","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"17 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/165763/PDF/165763.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Chadler Investment Advisory Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Chadler Investment Advisory Solutions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chadler Investment Advisory Solutions invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Chadler Investment Advisory Solutions?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chadler Investment Advisory Solutions get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Chadler Investment Advisory Solutions?","answer":"Chadler Investment Advisory Solutions’ main office is at 1180 Passaic Avenue, Fairfield, NJ 07004. Its phone number is 732-595-2200.","source":"Form ADV Part 1A, Item 1.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}