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CHAPEL HILL INVESTMENT ANALYSTS INC

CRD 109511 · SEC 801-57548

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126 MATHEWS STREET, SUITE 1600, GREENSBURG, PA, 15601-6913, United States

Phone

(724)830-2600

Fax

(724)830-2795

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$436.0M

Discretionary AUM

$436.0M

Team

3 total employees; 3 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges

Org form

Other (specify)

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals1408$407.9M
High net worth individuals3$28.1M

States served

PA

All web addresses on file

Official SEC filing: View on IAPD