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THE CHARTIST
Legal name: CHARTIST INC
CRD 105072File 801-11714
APPROVED
Retail clients
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.7M
Bottom 25% of cohort (national)
Discretionary AUM
$169.7M
Clients
426
426 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 1, 1976
- Principal office
- 6621 E. PACIFIC COAST HWY. #240, LONG BEACH, CA, 90803
- Phone
- 562-596-2385
- Website
- HTTP://WWW.THECHARTIST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.7M
- Discretionary AUM
- $169.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 426
- Non-discretionary accounts
- 0
- Total accounts
- 426
- AUM per client
- $398K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 426 | $169.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.