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CHAPIN DAVIS ASSET MANAGEMENT
CHAPIN DAVIS, INC
CRD 28116 · SEC 801-70987
1411 CLARKVIEW ROAD, BALTIMORE, MD, 21209, United States
Phone
410-435-3200
Fax
410-433-2099
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$642.8M
Discretionary AUM
$552.1M
Team
26 total employees; 21 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 524 | $439.3M |
| High net worth individuals | 19 | $191.6M |
| Pension/profit sharing plans | 5 | $7.5M |
| Corporations/business entities | 7 | $4.4M |
States served
CO, DE, DC, IL, MD, MA, NJ, NY, NC, PA, SC, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD