# CHATTERTON & ASSOCIATES

CHATTERTON & ASSOCIATES of ANAHEIM, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132295
- Type: SEC-registered investment adviser
- SEC file number: 801-63394
- Location: 3061 E. LA PALMA AVE., ANAHEIM, CA, 92806
- Phone: 714-572-2050
- Latest filing: 2026-03-20
- Regulatory AUM: $1.3B
- Discretionary AUM: $399.1M
- Non-discretionary AUM: $929.1M
- Clients: 31
- Accounts: 2,908

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Robert D Chatterton | PRESIDENT | — |
| Donna Barbara Dimaria | CHIEF COMPLIANCE OFFICER | — |
| Abigail Katzen Mooney | CHIEF COMPLIANCE OFFICER | — |
| CHATTERTON ROBERT DEWITTE | PRESIDENT; PRESIDENT & CCO; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MCDEVITT GRAHAM THOMAS | CHIEF COMPLIANCE OFFICER | — |
| CHATTERTON ROBERT D | PRESIDENT | — |
| MEHLBRANDT TAMI J | CHIEF COMPLIANCE OFFICER | — |
| MOONEY ABIGAIL KATZEN | CHIEF COMPLIANCE OFFICER | — |
| GRIFFITHS BRADLEY MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| Robert D. Chatterton | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132295/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132295/similar
- Related entities: https://search.stillhousedata.com/firm/132295/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132295

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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.