← Tributary

CHATHAM INVESTMENT ADVISORS, LLC

KENNETT SQUARE, PA · CRD 158802 · IAPD ↗ · chathamfig.com · 610-925-3120

$383.5MRegulatory AUM
1Advisory reps
2Employees
1Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
April 2026 — CHATHAM INVESTMENT ADVISORS, LLC (KENNETT SQUARE, PA) left the SEC roster (was $383.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
38
April 2025 — CHATHAM INVESTMENT ADVISORS, LLC reported RAUM down 45% ($697.9M -> $383.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
43
August 2024 — CHATHAM INVESTMENT ADVISORS, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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