Chronim Investments Inc.
- Regulatory AUM
- $228M
- Discretionary
- $92.3M
- Clients
- 357
- Avg AUM / client
- $639K
- Accounts
- 513
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 161 | $100M | 43.9% |
| High net worth individuals | 196 | $122M | 53.7% |
| Corporations and other businesses | Fewer than 5 clients | $5.5M | 2.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jesse Gilbert Anderson | Cco, Shareholder | CFA | Aug 2005 (21y) | 50% – 75% |
| Tyler Vincent Curtis | Shareholder | Jul 2007 (19y) | 25% – 50% | |
| Shelley Jones Seagler | Registered representative | Dec 2007 (19y) | ||
| Robert William Brauer | Registered representative | CFP | Nov 2014 (12y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 948 KB | 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
- • Fixed fees
- • Commissions
Services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Security ratings or pricing services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Tradestation Securities, Inc. $140M (61% of AUM) Jun 2026
- Ally Invest Securities Llc $110M (63% of AUM) Jul 2023
- Interactive Brokers $82.0M (36% of AUM) Jun 2026
- Charles Schwab & Co. $3.5M (3% of AUM) Dec 2019
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: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗