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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-1976
- Office Locations
- 1
Office Locations
About THE Chartist
THE CHARTIST publishes real-money model portfolios for retail investors, with editor Dan Sullivan investing alongside subscribers. It provides specific stock, mutual fund, and ETF recommendations with ticker symbols and target allocations, posted after the market close so clients can act at the next day’s open in step with the firm’s real-money accounts. The firm also offers portfolio construction and financial planning services.
Team overview
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Owner & Executives
CHRISTOPHER KIER MAIS
Chief Compliance Officer
- CRD
- #2449031
- Ownership
- 50% but less than 75%
STEVEN GERARD MAIS
President
- CRD
- #710902
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,706,684 | $398,372 |
| Non-Discretionary | $0 | -- |
| Total | $169,706,684 | $398,372 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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