Asset manager · SAN Diego, CA
Chandler Asset Management Inc
SEC-registered investment adviser · CRD 107287 · SEC 801-44378
At a glance
Chandler Asset Management Inc is an SEC-registered investment adviser based in SAN Diego, California, with $45.3 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 220th of 3,218 asset managers and 469th of 17,210 SEC-registered advisers by assets.
Main office 858-546-3737chandlerasset.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $45B
- Rank among asset managers
- #220 of 3,218
- Rank among all SEC RIAs
- #469 of 17,210
- Rank in California
- #50 of 1,873
- Clients
- 259
- Accounts
- 509
- Discretionary
- 84% of AUM
- Employees
- 54
- Advisory staff
- 20
- Offices
- 7
Owners and executives on its Form ADV
- Martin D. CassellCFO and Corporate Advisor
- Nicole M. DragooChief Executive Officer
- Jayson SchmittCo-Chief Investment Officer
- William DennehyCo-Chief Investment Officer
- Scott D. PrickettCo-Chief Investment Officer
- Ryan E. TauberChief Operating Officer
- Michael T. RasmussenChief Compliance Officer
Custody and brokerage
3 custodians
Broker-dealer
Hybrid RIA
Chandler Asset Management Inc is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Chandler Distribution Services, LLC.
- Chandler Distribution Services, LLC ↗CRD 331780
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 236 | $38B | 83% |
| Other | 9 | $5.0B | 11% |
| Pooled investment vehicles | 2 | $2.3B | 5% |
| Corporations or other businesses | 6 | $163M | <1% |
| Charitable organizations | 5 | $80M | <1% |
| Pension and profit sharing plans | 1 | $15M | <1% |
Disciplinary disclosures
Chandler Asset Management Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗chandlerasset.com ↗
AtlasMembers
The full record on Chandler Asset Management Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 310 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Chandler Asset Management Inc manage?
Chandler Asset Management Inc reports $45.3 billion in regulatory assets under management across 509 accounts, 84% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Chandler Asset Management Inc?
Chandler Asset Management Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Chandler Asset Management Inc’s clients?
By assets, its largest client types are state or municipal government entities ($37.7 billion, 236 clients); other ($5.0 billion, 9 clients); pooled investment vehicles ($2.3 billion, 2 clients).
Does Chandler Asset Management Inc have any disciplinary history?
Chandler Asset Management Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Chandler Asset Management Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →