RIA Intel›Advisers›STUART CHAUSSÉE & ASSOCIATES, INC.

STUART CHAUSSÉE & ASSOCIATES, INC.

Advisory

N·

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$408M

1-Year AUM Growth

+12.2%

3-Year CAGR

+11.2%

Employees

2

Assets Under Management

Total AUM$408M

Discretionary AUM$404M

Non-Discretionary AUM$4M

Discretionary %98.9%

Total Clients170

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record32

First FilingMar 30, 2001

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 32 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STUART CHAUSSÉE & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.