Chapin Davis Asset Management

Broker-DealerFINRA Member
Total AUM
$643M
Discretionary
$552M
86% of AUM
Accounts
779
Employees
26
Advisory reps
25
Brokerage reps
26

Firm details

Headquarters
Baltimore, Maryland
CRD number
28116
Registered since
January 13, 2010
Website
chapindavis.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals68.34%
  • HNWI29.81%
  • Pension & Profit Sharing Plans1.17%
  • Corporations / Businesses0.68%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Chapin Davis Asset Management is a corporate advisory and broker-dealer platform that has been SEC-registered since 2010. The firm operates as an insurance broker-dealer and registered representative organization while also providing advisory services. Its client mix includes individual and family clients as well as institutional relationships, and the firm offers financial planning, portfolio management for individuals and institutions, pension consulting support, and manager selection services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Chapin Davis identifies as an active ESG investor and functions as a capital allocator, placing capital with external managers as part of its offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 31%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds31%
  • Non-Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Robert Kaehler

    Robert Kaehler

    Chief Compliance OfficerCRD 2858149

Contacts

3 of 24
  • Michael Reynolds

    Michael Reynolds

    Senior Vice PresidentCRD 4423775

  • Steven Kurzweil

    Steven Kurzweil

    Vice President, Investment Advisor RepresentativeCRD 4159732

  • Mary Braun

    Mary Braun

    Vice President, InvestmentsCRD 1006968

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 108

Active vs passive

$93.8M in ETFs

Passive

84%

$78.7M

Active

10%

$15.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$11.6M15,20712.42%
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Location

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore City
Address
1411 Clarkview Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth