CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

CRD 165763File 801-107502

APPROVED

Filing as of Mar 17, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$232.0M

Below cohort median (national)

Discretionary AUM

$14.1M

Non-discretionary $217.9M

Clients

52 accounts

Employees

Below cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 1, 2016
Principal office: 1180 PASSAIC AVENUE, FAIRFIELD, NJ, 07004
Phone: 732-595-2200
Website: https://www.acrisure.com/employee-benefit-services

Assets & accounts

ADV Item 5F

Total regulatory AUM: $232.0M
Discretionary AUM: $14.1M
Non-discretionary AUM: $217.9M
Discretionary accounts: 5
Non-discretionary accounts: 47
Total accounts: 52
AUM per client: —

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	59	0	decreased by59
Apr 1, 2026	Clients	48	59	increased by11
Apr 1, 2026	AUM	$134,470,095	$231,981,091	increased by$97,510,996
Apr 1, 2026	Accounts	48	52	increased by4
May 1, 2025 vs Oct 1, 2022	Clients	46	48	increased by2
May 1, 2025 vs Oct 1, 2022	AUM	$205,993,475	$134,470,095	decreased by$71,523,380
May 1, 2025 vs Oct 1, 2022	Accounts	46	48	increased by2
Apr 1, 2022	Clients	47	46	decreased by1
Apr 1, 2022	AUM	$193,305,949	$205,993,475	increased by$12,687,526
Apr 1, 2022	Accounts	47	46	decreased by1
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CHADLER INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHADLER INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

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.