Chaim Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,282,370
Total clients
114
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
114
Average account size
$169,144
About
Chaim Investment Advisors LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and pension plans, and does not custody client funds. The firm’s service set includes written investment policy statements, model portfolios, and pension consulting for retirement plans such as 401(k)s, and it utilizes Investment Only Variable Annuities through Nationwide as a tax‑deferral tool when appropriate.
CIA tailors portfolios to each client’s goals, time horizon, and documented risk tolerance, applying fundamental and cyclical analysis alongside modern portfolio theory and using both long‑term and short‑term trading (with limited use of options such as puts). The adviser typically recommends mutual funds—primarily U.S.-focused—for most clients, provides discretionary management with regular monitoring, and offers financial plans at no additional cost to portfolio management clients.
A noteworthy aspect of the firm is its pension consulting practice, which includes identifying plan objectives and restrictions, recommending and monitoring money managers and service providers, and preparing a written pension consulting plan—services that fewer independent advisers offer. The firm operates on a fee‑only basis and employs commission‑free IOVA solutions in its holistic planning approach, managing roughly $19.3 million for about 114 clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
Real estate investing
Fee options
$1 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.70% $25,000,001+: 0.65%
$250 per hour for portfolio management and financial planning services.
Fee-only: Portfolio management and financial planning fees are fee-only; no commissions are accepted.
Main office location
Chaim Investment Advisors LLC
Eugene OR, United States
Number of offices
2
Most active in
Chaim Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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