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Stephen Roderick Church

Chandler Asset Management Inc

San Diego, CA

CRD 6878939

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Employer firm

Chandler Asset Management Inc CRD 107287

$45.3B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • CONSULTING, LGIP ADMINISTRATIVE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Chandler Asset Management Inc

9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-03-28
TX RA APPROVED_RES 2022-03-28
CA RA APPROVED 2022-03-25
  • CO RA
    APPROVED
    Since 2022-03-28
  • TX RA
    APPROVED_RES
    Since 2022-03-28
  • CA RA
    APPROVED
    Since 2022-03-25

Branch Locations

9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 01/2013 11/2018
Hearthstone | Private Wealth Management San Diego CA 11/2018 11/2021
Aspiriant Llc San Diego CA 12/2021 03/2022
Chandler Asset Management Inc. San Diego CA 03/2022 Present
Previous Registrations
  • 2021-12-03 → 2022-03-14
    Aspiriant, Llc
    San Diego, CA
    Los Angeles, CA
  • 2018-11-28 → 2021-12-31
    Hearthstone | Private Wealth Management
    San Diego, CA
  • 2018-01-16 → 2018-11-27
    Fisher Investments
    Woodside, CA
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-16
  • S65 Uniform Investment Adviser Law Examination
    2018-01-16

View on SEC IAPD

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