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Data / Investment advisers / California / Chandler Asset Management Inc

Chandler Asset Management Inc, San Diego, CA: $45.3 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Chandler Asset Management Inc is an SEC registered investment adviser with its main office in San Diego, California and reports $45.3 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include state and municipal governments, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.

The request: Watch Chandler Asset Management Inc (CRD number 107287): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
107287
SEC file number
801-44378
SEC status
Approved, effective July 22, 1993
Main office
9255 Towne Centre Drive Suite 600, San Diego, CA 92121
Phone
(858) 546-3737
Regulatory AUM
$45,311,900,938 in the Form ADV filed March 25, 2026
Discretionary AUM
$38,240,362,742
Non discretionary AUM
$7,071,538,196
Accounts
509
Employees
54, of which 20 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, hourly charges, fixed fees
Other offices
6
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 25, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
State or municipal government entities236$37.75 billion
Pooled investment vehicles2$2.28 billion
Corporations or other businesses6$163.1 million
Charitable organizations5$80.3 million
Pension and profit sharing plans1$14.7 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$45.31 billionMarch 25, 2026
December 1, 2025$41.58 billionSeptember 8, 2025

Other advisers in San Diego

AdviserCityAUMPrivate fundsSource
Independent Financial Group, LLCSan Diego$12.93 billionNot listedadviserinfo.sec.gov
Pure Financial Advisors, LLCSan Diego$11.05 billionNot listedadviserinfo.sec.gov
Fairfield Realty Advisors LLCSan Diego$6.20 billion10adviserinfo.sec.gov
LM Capital Group, LLCSan Diego$6.10 billionNot listedadviserinfo.sec.gov
American Assets Investment Management, LLCSan Diego$5.87 billion1adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.