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Chartist Inc

● SEC registered since 1976CRD 105072SEC# 801-11714Long Beach, CA
Export (members)
Reg. AUM
$169.7M
Employees
2
Accounts
426
Location
Long Beach, CA

Chartist Inc assets under management

Chartist Inc is an SEC-registered investment adviser based in Long Beach, CA. The firm has been registered since 1976. It reports $169.7 million in regulatory assets under management and employs 2 people.

Chartist Inc owners & executives

2 reported
NameTitleOwnershipSince
Christopher Kier Mais ControlChief Compliance Officer50-75%2026
Steven Gerard Mais ControlPresident50-75%2026

Frequently asked questions

How much does Chartist Inc manage?

Chartist Inc reports $169.7 million in regulatory assets under management on its Form ADV.

How many employees does Chartist Inc have?

Chartist Inc reports 2 employees.

Where is Chartist Inc located?

Chartist Inc is based in Long Beach, CA and has been SEC-registered since 1976.

Does Chartist Inc disclose fund performance?

Chartist Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6621 E. Pacific Coast Hwy. #240, Long Beach, CA 90803
Phone562-596-2385
Fax562-596-1280
Office hours8:00a.m. To 3:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1129770
Discloses disciplinary historyNo

Regulatory AUM

$169.7M▼ 5%
Jan '25 — $179.1MFeb '25 — $179.1MMar '25 — $179.1MApr '25 — $179.1MMay '25 — $179.1MJun '25 — $179.1MJul '25 — $179.1MAug '25 — $179.1MSep '25 — $179.1MOct '25 — $179.1MNov '25 — $179.1MDec '25 — $179.1MJan '26 — $169.7MFeb '26 — $169.7MMar '26 — $169.7MApr '26 — $169.7MMay '26 — $169.7MJun '26 — $169.7M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$169.7Mregulatory AUM
Discretionary $169.7M