John Clark McDowell
Financial advisor at Chandler Asset Management, Inc. · San Diego, CA
Last updated 2026-10-10
Claim your profileJohn Clark McDowell is a financial advisor at Chandler Asset Management, Inc. in San Diego, CA, CRD 5041432. Licenses and exams on the registration: Series 63. IAPD registration began 2023-07-06.
Registration
- CRD number
- 5041432
- Registration status
- Active
- IAPD registration
- 2023-07-06
- Industry Experience
- 3 years
- Work Experience
- 14 years
- States registered
- CA
Licenses and exams
- Series 63
Designations
- Chartered Financial Analyst
Work history
- 2023-04 to Present · Chandler Asset Management Inc. · San Diego, CA
- 2013-10 to 2017-07 · Irvine Company · Newport Beach, CA
- 2017-08 to 2023-03 · Private Practice · San Diego, CA
- 2012-07 to 2017-07 · Unemployed · San Diego, CA
Current employment
- Chandler Asset Management Inc · San Diego, CA
Chandler Asset Management, Inc.
- Regulatory AUM
- $45,311,900,938
- Registered advisors
- 21
- Offices
- 7
- Clients per advisor
- 12.3 (Low)
- Average AUM per client
- $174.9M (High)
- High-net-worth client ratio
- 0.0% (Low)
Chandler Asset Management, Inc.: advisors, services and reported ETF investments
About
John Clark McDowell is a Chartered Financial Analyst financial advisor at Chandler Asset Management Inc in San Diego, CA. Reported securities licenses include Series 63. The latest record indicates 3 years of industry experience and 14 years of reported work history. Reported roles include Private Practice, Irvine Company, Unemployed.
Chandler Asset Management, Inc.'s firm-level Form ADV reports 21 advisors across 7 offices; approximately 12.3 clients per advisor, average assets per client of $174,949,424, and regulatory AUM of $45.3B; client categories including Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses, Other; services including Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $709.7M across 21 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John Clark McDowell personally.
Reported ETF positions
Chandler Asset Management reports 21 ETF positions worth $709.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $130.5M |
| BND — Vanguard Total Bond Market ETF | $128.3M |
| IJH — iShares Core S&P Mid-Cap ETF | $69M |
| VEA — Vanguard FTSE Developed Markets ETF | $58.8M |
| VB — Vanguard Morningstar Small-Cap ETF | $56.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Chandler Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $130.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $130.5M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $3.1M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | TDTF — Northern Trust iBoxx 5-Year Target Duration TIPS ETF | $29.2M | Top 64.6% | Replicability (R²) 96.0% · Residual Sharpe 0.10 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Chandler Asset Management, Inc. on Form ADV.
Client services
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
Location
9255 Towne Centre Drive, San Diego, CA 92121
17 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 858.546.3737
- Website: chandlerasset.com
- Youtube
Official record
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