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ASSUREDPARTNERS INVESTMENT ADVISORS
Legal name: ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
CRD 309550File 801-117771
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.88B
Top 25% of cohort (national)
Discretionary AUM
$3.88B
Clients
2,159
4,276 accounts
Employees
55
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 10, 2019
- Principal office
- 4600 W. CYPRESS STREET, SUITE 405, TAMPA, FL, 33607
- Phone
- 407-708-0050
- Website
- https://www.chesme.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.88B
- Discretionary AUM
- $3.88B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,276
- Non-discretionary accounts
- 0
- Total accounts
- 4,276
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $9.3M |
| Charitable organizations | Fewer than 5 | $406K |
| High net worth individuals | 381 | $791.6M |
| Pension and profit sharing plans | 330 | $1.32B |
| State or municipal government entities | Fewer than 5 | $1.29B |
| Individuals (other than high net worth individuals) | 1,437 | $466.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — COMPENSATION RELATED TO REFERRALS
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Oct 1, 2026 | Employees | 58 | 55 | decreased by3 |
| Mar 1, 2026 | Employees | 69 | 58 | decreased by11 |
| Mar 1, 2026 | Clients | 1,945 | 2,159 | increased by214 |
| Mar 1, 2026 | AUM | $3,251,947,155 | $3,878,842,674 | increased by$626,895,519 |
| Mar 1, 2026 | Accounts | 3,759 | 4,276 | increased by517 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 69 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 268 | 1,945 | increased by1,677 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $111,746,262 | $3,251,947,155 | increased by$3,140,200,893 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 283 | 3,759 | increased by3,476 |
| Apr 1, 2022 | Employees | 2 | 5 | increased by3 |
| Apr 1, 2022 | Clients | 0 | 268 | increased by268 |
| Apr 1, 2022 | AUM | $0 | $111,746,262 | increased by$111,746,262 |
| Apr 1, 2022 | Accounts | 0 | 283 | increased by283 |
| 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 “ASSUREDPARTNERS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSUREDPARTNERS 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.