Chandler Asset Management Inc
- Regulatory AUM
- $45.3B
- Discretionary
- $38.2B
- Clients
- 259
- Avg AUM / client
- $175M
- Accounts
- 509
- Employees
- 54
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Asset allocation (SMA assets by investment type)
as of Mar 25, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $2.3B | 5.03% |
| Pension and profit sharing plans | 1 | $14.7M | 0.03% |
| Charitable organizations | 5 | $80.3M | 0.18% |
| State or municipal government entities | 236 | $37.7B | 83.3% |
| Corporations and other businesses | 6 | $163M | 0.36% |
| Other | 9 | $5.0B | 11.1% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Santa Monica City Employee Coalition Benfit Tr EIN 306001608 | Los Angeles, CA | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Luhr Crosby, Llc Employees Profit Sharing Plan And Trust Luhr Crosby, Llc | 2024 |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin Dayle Cassell | Cfo And Corporate Advisor | CFA | Apr 2003 (23y) | ≈ 18.75% – 50% via Chandler Investor Services, Inc. |
| Jayson Schmitt | Co Chief Investment Officer | CFA | Aug 2005 (21y) | Less than 5% |
| William Dennehy | Co Chief Investment Officer | CFA | Apr 2011 (15y) | Less than 5% |
| Scott David Prickett | Co Chief Investment Officer | May 2014 (12y) | Less than 5% | |
| Tauber, Ryan, Edward | Managing Director Of Business Development | Jul 2020 (6y) | Less than 5% | |
| Nicole Marie Dragoo | Chief Executive Officer | Jan 2023 (4y) | Less than 5% | |
| Michael Thomas Rasmussen | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Genevieve Cathryn Lynkiewicz | Registered representative | CFA | Oct 2015 (11y) | |
| Carlos Manuel Oblites Márquez | Registered representative | Sep 2017 (9y) | ||
| Aneil P Murthy | Registered representative | May 2020 (6y) | ||
| Daniel Joseph Delaney | Registered representative | CFA | Jun 2021 (5y) | |
| Stephen Roderick Church | Registered representative | Mar 2022 (4y) | ||
| Alayne Marie Sampson | Registered representative | Aug 2022 (4y) | ||
| Kara Lee Hooks | Registered representative | Aug 2022 (4y) | ||
| Karl Otto Meng | Registered representative | Dec 2022 (4y) | ||
| John Clark Mcdowell | Registered representative | CFA | Jul 2023 (3y) | |
| James Aaron Nail | Registered representative | CFA | Jan 2024 (3y) | |
| Kyle Harry Perry | Registered representative | Oct 2024 (2y) | ||
| Christopher Keith Blackwood | Registered representative | Feb 2025 (1y) | ||
| Rare Immoire Williams | Registered representative | CFA | Apr 2025 (1y) | |
| Deynan Scott Stitcher | Registered representative | CFA | May 2025 (1y) | |
| Steven Eric Huntley | Registered representative | May 2025 (1y) | ||
| Jason Earl Washburn | Registered representative | CFA | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Chandler Investor Services, Inc. | Shareholder | Jan 2024 | A | 75% or more |
| Chandler Asset Management, Inc. Employee Stock Ownership Plan & Trust | Shareholder | Jan 2024 | B | ≈ 37.5% – 75% via Chandler Investor Services, Inc. |
| Prudent Fiduciary Services | Trustee | Oct 2021 | B | GP / trustee / elected manager of Chandler Asset Management, Inc. Employee Stock Ownership Plan & Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Martin Dayle Cassell: 25% – 50% of Chandler Investor Services, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Chandler Asset Management, Inc. Employee Stock Ownership Plan & Trust: 50% – 75% of Chandler Investor Services, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Luhr Crosby, Llc Employees Profit Sharing Plan And Trust | Luhr Crosby, Llc | 194 | $40.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Santa Monica City Employee Coalition Benfit Tr | Public charity | $103M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- U.S. Bank $20.8B (46% of AUM) Mar 2026
- BNY Mellon $7.5B (17% of AUM) Mar 2026
- Principal Financial $7.1B (16% of AUM) Mar 2026
- Wells Fargo $6.7B (26% of AUM) Jan 2023
- Mufg Union Bank, National Association $2.4B (11% of AUM) Jan 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗