Overview
Assets Under Management: $131 million
Headquarters: CHAGRIN FALLS, OH
High-Net-Worth Clients: 2
Average Client Assets: $5 million
Frequently Asked Questions
CHAPMAN & CHAPMAN ADVISORS LLC 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 #122655), CHAPMAN & CHAPMAN ADVISORS LLC is subject to fiduciary duty under federal law.
CHAPMAN & CHAPMAN ADVISORS LLC is headquartered in CHAGRIN FALLS, OH.
CHAPMAN & CHAPMAN ADVISORS LLC serves 2 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, CHAPMAN & CHAPMAN ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
CHAPMAN & CHAPMAN ADVISORS LLC manages $131 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, CHAPMAN & CHAPMAN ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.11
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 449
Non-Discretionary Accounts: 449
Regulatory Filings
CRD Number: 122655
Filing ID: 1943441
Last Filing Date: 2025-03-07 11:49:00
Website: https://chapmanadvisors.com