Overview
Assets Under Management: $539 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 13
Average Client Assets: $13 million
Frequently Asked Questions
CHAPIN DAVIS, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #28116), CHAPIN DAVIS, INC is subject to fiduciary duty under federal law.
CHAPIN DAVIS, INC is headquartered in BALTIMORE, MD.
CHAPIN DAVIS, INC serves 13 high-net-worth clients according to their SEC filing dated April 03, 2025. View client details ↓
According to their SEC Form ADV, CHAPIN DAVIS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CHAPIN DAVIS, INC manages $539 million in client assets according to their SEC filing dated April 03, 2025.
According to their SEC Form ADV, CHAPIN DAVIS, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.13
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 741
Discretionary Accounts: 597
Non-Discretionary Accounts: 144
Regulatory Filings
CRD Number: 28116
Filing ID: 1976240
Last Filing Date: 2025-04-03 12:56:00
Website: https://chapindavis.com