Overview
Assets Under Management: $200 million
High-Net-Worth Clients: 24
Average Client Assets: $4.5 million
Frequently Asked Questions
CHAPMAN INVESTMENT MANAGEMENT, 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 #166826), CHAPMAN INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CHAPMAN INVESTMENT MANAGEMENT, LLC serves 24 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CHAPMAN INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CHAPMAN INVESTMENT MANAGEMENT, LLC manages $200 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CHAPMAN INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.49%
Average Client Assets: $4.5 million
Total Client Accounts: 63
Discretionary Accounts: 63
Regulatory Filings
CRD Number: 166826
Filing ID: 2089411
Last Filing Date: 2026-03-31 14:05:41