CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

Overview

Chadler Investment Advisory Solutions, LLC is an SEC-registered investment adviser formed in 2016 and organized as a limited liability company. The firm operates as an insurance broker and maintains industry affiliations that include a broker-dealer, another investment adviser, and an insurance company. Its fee model combines a percentage of assets under management with fixed fees. Investment activity centers on pooled public funds and mutual funds, which comprise the firm’s primary vehicle for client exposure. The firm reports limited discretionary authority over client assets—most relationships are managed on a non-discretionary basis—indicating an advisory posture that often implements client-directed solutions and insurance products. Chadler is not positioned as an active ESG investor, a pension consultant, a multi-state adviser, or a capital allocator according to its filing.

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Location & Offices