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CHANDLER ASSET MANAGEMENT INC

SAN DIEGO, CA · CRD 107287 · IAPD ↗ · 858.546.3737

$45.31BRegulatory AUM
20Advisory reps
54Employees
4Clients
n/aPlanning clients
0Private funds
44States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

47
June 2025 — CHANDLER ASSET MANAGEMENT INC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2024 — CHANDLER ASSET MANAGEMENT INC reported RAUM up 25% ($28.64B -> $35.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.