DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Chadler Investment Advisory Solutions, LLC
Latest filing Mar 17, 2026
First filing on the tape Mar 18, 2016 · 24 filings
SEC status approved since Apr 1, 2016
RAUM
$232M
reported, Item 5.F
Discretionary
6.1%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$116M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$232M as of Mar 17, 2026
Mar 30, 2017$84.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 17, 2026
Mar 30, 20172 then
Employees (5.A)3 as of Mar 17, 2026
Mar 30, 20172 then
Private funds: no history
RAUM +73% over the last fiscal year+10% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
- RAUM per advisor
- $116MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $4.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 6.1%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +73%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 52reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Scott Brian RappoportChartered Financial Consultant | Fairfield, Nj | Sep 8, 2014 | 24 y | 1 |
| Carla R Matrisciano | Fairfield, Nj | Oct 13, 2016 | 15 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Howard Neil Stolzer to Stolzer Rothschild Levy LLCJul 9, 2014 · Other
Joined, latest
- Carla R Matrisciano from Valley Wealth Managers, Inc.Oct 13, 2016 · Other
- Scott Brian Rappoport from Benefit Sources & SolutionsSep 8, 2014 · Other
- Howard Neil Stolzer from Benefit Sources & SolutionsMar 21, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Gerard Ryan Foley · Secretarycontrolsince 06/2021 · owns less than 5%
- Brian Scott Rappoport · Chief Investment Officer And Chief Compliance Officercontrolsince 08/2016 · owns less than 5%
Entity owners
- Acrisure Nj Partner Insurance Services, LLC · Memberdirect · owns 75% or more
- Acrisure Holdings Inc. · Shareholderindirect · owns 75% or more of Acrisure Intermediate Inc.
- Acrisure Intermediate Inc. · Shareholderindirect · owns 75% or more of Acrisure, LLC
- Acrisure Partner Group LLC · Memberindirect · owns 75% or more of Acrisure Nj Partner Insurance Services, LLC
- Acrisure, LLC · Memberindirect · owns 75% or more of Ap Group Holdco I, LLC
- Ap Group Holdco I, LLC · Memberindirect · owns 75% or more of Ap Group Holdco II, LLC
- Ap Group Holdco II, LLC · Memberindirect · owns 75% or more of Acrisure Partner Group LLC
Related persons
Schedule D 7.A
- Acrisure Asset & Wealth Management, LLCinvestment advisern
- Acrisure Capital Management LLCinvestment advisery
- Acrisure Investment Advisory Solutions, LLCinvestment advisern
- Acrisure, LLCreal estatey
- Burnham & Flower Financial, Inc.broker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fairfield, Nj · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 17, 2026pension consulting (Item 5.G.6): yes on the filing of 2025-10-03, no on the filing of 2026-03-17peers: other advisers, $100M to $500M (212)
- RAUM up 50 %Change between filings · filing Mar 17, 2026RAUM (Item 5.F) moved from $134,470,095 to $231,981,091 (+73.0%) between the annual amendments of 2025-04-11 and 2026-03-17; the peer median change was +8.0% (161 comparable advisers, 92.0th percentile of changes)peers: other advisers, $100M to $500M (161) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 48 to 52Oct 3, 2025 to Mar 17, 2026
- Advisory activities · 2 to 1Oct 3, 2025 to Mar 17, 2026
- Discretionary RAUM · $0 to $14.1MOct 3, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $134M to $218MOct 3, 2025 to Mar 17, 2026
- RAUM · $134M to $232MOct 3, 2025 to Mar 17, 2026
- Financial planning clients · 0 to 0Apr 11, 2025 to Oct 3, 2025
- Accounts · 47 to 48Mar 14, 2024 to Jan 27, 2025
- Non-discretionary RAUM · $133M to $134MMar 14, 2024 to Jan 27, 2025
- RAUM · $133M to $134MMar 14, 2024 to Jan 27, 2025
- Accounts · 45 to 47Jan 17, 2023 to Jan 30, 2024
- Employees · 2 to 3Jan 17, 2023 to Jan 30, 2024
- Non-discretionary RAUM · $174M to $133MJan 17, 2023 to Jan 30, 2024
- RAUM · $174M to $133MJan 17, 2023 to Jan 30, 2024
- Accounts · 46 to 45Oct 11, 2022 to Jan 17, 2023
- Employees · 3 to 2Oct 11, 2022 to Jan 17, 2023
- Non-discretionary RAUM · $206M to $174MOct 11, 2022 to Jan 17, 2023
- RAUM · $206M to $174MOct 11, 2022 to Jan 17, 2023
- Related adviser · false to trueMar 4, 2022 to Oct 3, 2022
- Accounts · 47 to 46Aug 25, 2021 to Mar 4, 2022
- Pension plan clients · 47.0 to unsetAug 25, 2021 to Mar 4, 2022
- State-registered IARs · 1 to 2Aug 25, 2021 to Mar 4, 2022
- Non-discretionary RAUM · $193M to $206MAug 25, 2021 to Mar 4, 2022
- Pension RAUM · 193305949.0 to unsetAug 25, 2021 to Mar 4, 2022
- RAUM · $193M to $206MAug 25, 2021 to Mar 4, 2022
- Commission compensation · true to falseJan 22, 2021 to Aug 25, 2021
- Discretionary RAUM · $193M to $0Jan 22, 2021 to Aug 25, 2021
- Non-discretionary RAUM · $0 to $193MJan 22, 2021 to Aug 25, 2021
- Accounts · 41 to 47Jun 23, 2020 to Jan 22, 2021
- Pension plan clients · 41 to 47Jun 23, 2020 to Jan 22, 2021
- Employees · 2 to 3Jun 23, 2020 to Jan 22, 2021
- State-registered IARs · 2 to 1Jun 23, 2020 to Jan 22, 2021
- Discretionary RAUM · $0 to $193MJun 23, 2020 to Jan 22, 2021
- Non-discretionary RAUM · $148M to $0Jun 23, 2020 to Jan 22, 2021
- Pension RAUM · $148M to $193MJun 23, 2020 to Jan 22, 2021
- RAUM · $148M to $193MJun 23, 2020 to Jan 22, 2021
- Accounts · 33 to 41Mar 8, 2019 to Mar 30, 2020
- Advisory employees · 3 to 2Mar 8, 2019 to Mar 30, 2020
- Advisory activities · 1 to 2Mar 8, 2019 to Mar 30, 2020
- Pension plan clients · 33 to 41Mar 8, 2019 to Mar 30, 2020
- Commission compensation · false to trueMar 8, 2019 to Mar 30, 2020
Signals
4 dated events
- Gerard Ryan Foley (Secretary) appeared on Schedule A of Chadler Investment Advisory Solutions, LlcOct 11, 2022 · Control person joined · fact
- Charles Matthew Schweinzger (Secretary And Treasurer) no longer on Schedule A of Chadler Investment Advisory Solutions, Llc (listed 2021-01-22, absent 2021-08-25)Aug 25, 2021 · Control person left · inference
- Charles Matthew Schweinzger (Secretary And Treasurer) appeared on Schedule A of Chadler Investment Advisory Solutions, LlcJun 23, 2020 · Control person joined · fact
- Chadler Investment Advisory Solutions, Llc filed its initial SEC registration (Form ADV)Mar 18, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- acrisure.com/employee-benefit-servicesreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 732-595-2200reportedpublic record, Form ADV, Mar 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $116Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026