Chadler Investment Advisory Solutions, Llc
- Regulatory AUM
- $232M
- Discretionary
- $14.1M
- Clients
- 59
- Avg AUM / client
- $3.9M
- Accounts
- 52
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 59 | $232M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Suburban Consulting 401(k) Ps Plan Suburban Consulting Engineers, Inc. | 2024 | |
| Maschio's Food Service, Inc. 401(k) Plan Maschio's Food Services, Inc. | 2024 | |
| Nsu, Llc 401(k) Plan Natural Systems Utilities, Llc | 2024 | |
| Quality Branded 401(k) Fourth Wall Restaurants, Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Brian Rappoport | Chief Investment Officer And Chief Compliance Officer | Chartered Financial Consultant | Sep 2014 (12y) | Less than 5% |
| Foley, Ryan, Gerard | Secretary | Jun 2021 (5y) | Less than 5% | |
| Carla R Matrisciano | Registered representative | Oct 2016 (10y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acrisure Nj Partner Insurance Services, Llc | Member | Feb 2024 | A | 75% or more |
| Acrisure Intermediate Inc. | Shareholder | Feb 2013 | B | ≈ 17.8% – 100% via Acrisure, Llc |
| Acrisure Holdings Inc. | Shareholder | Feb 2013 | B | ≈ 13.35% – 100% via Acrisure Intermediate Inc. |
| Acrisure Partner Group Llc | Member | Dec 2022 | B | ≈ 56.25% – 100% via Acrisure Nj Partner Insurance Services, Llc |
| Ap Group Holdco Ii, Llc | Member | Nov 2022 | B | ≈ 42.19% – 100% via Acrisure Partner Group Llc |
| Ap Group Holdco I, Llc | Member | Nov 2022 | B | ≈ 31.64% – 100% via Ap Group Holdco Ii, Llc |
| Acrisure, Llc | Member | Nov 2022 | B | ≈ 23.73% – 100% via Ap Group Holdco I, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Acrisure Intermediate Inc.: 75% – 100% of Acrisure, Llc × 75% – 100% of Ap Group Holdco I, Llc × 75% – 100% of Ap Group Holdco Ii, Llc × 75% – 100% of Acrisure Partner Group Llc × 75% – 100% of Acrisure Nj Partner Insurance Services, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Acrisure Holdings Inc.: 75% – 100% of Acrisure Intermediate Inc. × 75% – 100% of Acrisure, Llc × 75% – 100% of Ap Group Holdco I, Llc × 75% – 100% of Ap Group Holdco Ii, Llc × 75% – 100% of Acrisure Partner Group Llc × 75% – 100% of Acrisure Nj Partner Insurance Services, Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Acrisure Partner Group Llc: 75% – 100% of Acrisure Nj Partner Insurance Services, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Ap Group Holdco Ii, Llc: 75% – 100% of Acrisure Partner Group Llc × 75% – 100% of Acrisure Nj Partner Insurance Services, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ap Group Holdco I, Llc: 75% – 100% of Ap Group Holdco Ii, Llc × 75% – 100% of Acrisure Partner Group Llc × 75% – 100% of Acrisure Nj Partner Insurance Services, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Acrisure, Llc: 75% – 100% of Ap Group Holdco I, Llc × 75% – 100% of Ap Group Holdco Ii, Llc × 75% – 100% of Acrisure Partner Group Llc × 75% – 100% of Acrisure Nj Partner Insurance Services, Llc × 75% – 100% direct ≈ 23.73% – 100% 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 (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Suburban Consulting 401(k) Ps Plan | Suburban Consulting Engineers, Inc. | 159 | $14.6M | 01/01/2024 |
| Maschio's Food Service, Inc. 401(k) Plan | Maschio's Food Services, Inc. | 975 | $3.8M | 01/01/2024 |
| Nsu, Llc 401(k) Plan | Natural Systems Utilities, Llc | 0 | $558K | 01/01/2024 |
| Quality Branded 401(k) | Fourth Wall Restaurants, Llc | 1,864 | $5.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.16 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
- • Fixed fees
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗