# CHARTIST INC

CHARTIST INC of LONG BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105072
- Type: SEC-registered investment adviser
- SEC file number: 801-11714
- Location: 6621 E. PACIFIC COAST HWY. #240, LONG BEACH, CA, 90803
- Phone: 562-596-2385
- Latest filing: 2026-05-15
- Regulatory AUM: $169.7M
- Discretionary AUM: $169.7M
- Clients: 2
- Accounts: 426

## Business model

- Compensation: % of AUM, Subscription
- Clients served: High net worth, Corporations

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Steven Gerard Mais | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Christopher Kier Mais | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| Daniel Francis Sullivan | PRESIDENT | — |
| William Edward Mais | VICE PRESIDENT | — |
| SULLIVAN DANIEL | PRESIDENT | — |
| MAIS STEVEN GERARD | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MAIS WILLIAM EDWARD | VICE PRESIDENT | — |
| MAIS CHRISTOPHER KIER | VICE PRESIDENT | — |
| SULLIVAN PATRICK FRANCIS | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105072/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105072/similar
- Related entities: https://search.stillhousedata.com/firm/105072/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105072

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.