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- Custodian
- Pershing · SEI
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-06-2004
- Office Locations
- 1
Office Locations
About Chatterton & Associates
Chatterton & Associates is a California-based wealth management firm serving individuals and business owners with CFP®-led financial planning, year-round tax planning, and coordinated estate planning through in-house attorney partners. The team also advises on business value building and exit planning. Portfolios emphasize goals-based asset allocation using vehicles such as ETFs, mutual funds, and index funds, with custody support including SEI.
Reported data analysis
What the numbers show
Between November 20, 2025 and March 20, 2026, reported AUM increased 13.2%, from $1.2B to $1.3B.
Across 5 reported observations, AUM increased 25.6% between March 8, 2022 and March 20, 2026, from $1.1B to $1.3B.
Of the latest reported AUM, 30.0% is discretionary and 70.0% is non-discretionary.
The firm reports 10 advisory representatives and 1,542 clients, or 154.2 clients per representative. That equates to $861.3K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ROBERT D. CHATTERTON JR
President
- CRD
- #2572846
- Ownership
- 75% or more
DONNA BARBARA DIMARIA
Chief Compliance Officer
- CRD
- #1406234
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROBERT DEWITTE CHATTERTON III
--
- CRD
- #7264214
TERESA A DE LUCA
Investment Advisor Representative
- CRD
- #6192939
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,064,443 | $218,546 |
| Non-Discretionary | $929,097,748 | $858,686 |
| Total | $1,328,162,191 | $456,727 |
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Separately Managed Accounts
SMA allocation detail is available
Chatterton & Associates has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Chatterton & Associates's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.