Chapin Davis Asset Management

Broker-DealerFINRA MemberEst. 2010

Total AUM

$643M

Discretionary

$552M

86% of AUM

Accounts

779

Employees

Advisory reps

Brokerage reps

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 investment adviser and insurance broker-dealer that registered with the SEC in 2010. The firm operates as a capital allocator and combines broker-dealer and insurance broker activities with advisory services: financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Its client base spans individual & family clients as well as institutional mandates. Fee arrangements include percentage-of-AUM, hourly and fixed-fee structures. The firm is identified as an active ESG investor, indicating environmental, social or governance criteria factor into at least some investment decisions. Although filings indicate it is not classified as a multi-state adviser, Chapin Davis maintains a footprint across multiple states (see Location & Offices) and acts as a registered representative of a broker-dealer as part of its distribution and intermediary work.