SourcingSourcing

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

C43
CRD 165763·SEC 801-107502·FAIRFIELD, NJ
AUM
$232.0M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$696K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC
CRD
165763
SEC file #
801-107502
EIN
—
DBA names
—

Economics

AUM
$232.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$112.6M → $232.0M▲ +106%
Client mix
Other59

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
FAIRFIELD NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
acrisure.com/employee-benefit-services

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACRISURE NJ PARTNER INSURANCE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ACRISURE NJ PARTNER INSURANCE
FOLEY, RYAN, GERARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ACRISURE.COM
Rdap Domain Creation Date
2007-06-26T20:18:15Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-26T20:18:15Z
Rdap Domain Last Changed
2026-01-30T20:07:04Z
Rdap Nameservers
Cecelia.ns.cloudflare.comChad.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
RAPPOPORT, SCOTT, BRIAN
IAR · Executive Officer · 2.5%
1352073
FOLEY, RYAN, GERARD
Executive Officer · 2.5%
7383937
ASHBY, SETH
Executive Officer · 2.5%
8228406
Miller, Aaron
Executive Officer · 2.5%
8012755
PELSINGER, SHAWN
Executive Officer · 2.5%
8228388
Snyder, Kent
Executive Officer · 2.5%
8012760
CARLA R MATRISCIANO
IAR
5691576