Chapman Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166826
- Registered since
- April 13, 2018
- Website
- www.chapmaninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.49%
- Pension & Profit Sharing Plans39.91%
- Individuals6.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chapman Investment Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2018. The firm is individually owned and concentrates on fee-based portfolio management for private clients — primarily individuals and families — as well as small businesses and other business or institutional accounts. Chapman charges fees based on assets under management and does not identify itself as an ESG investor. It does not report multi-state adviser status and is not structured as a capital allocator; its regulatory classification is listed as unclassified.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- US Government Bonds24%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Scott Chapman
Chief Executive Officer and Portfolio ManagerCRD 3175257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.3M in ETFs
100%
$1.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.3M | 1,962 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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