CHAPEL HILL INVESTMENT ANALYSTS INC
Firm details
- Headquarters
- GREENSBURG, Pennsylvania
- CRD number
- 109511
- Registered since
- June 6, 2000
- Website
- www.chapelhillinvestment.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals93.56%
- HNWI6.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Chapel Hill Investment Analysts Inc. is an independent RIA that has been SEC-registered since 2000 and describes itself as a capital allocator for individual and family clients. The firm charges fees based on a percentage of assets under management and also offers hourly billing. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Chapel Hill also operates as an insurance broker and maintains industry relationships with accountants, law firms, and insurance companies. The firm does not self-identify as an active ESG investor and is not a multi-state adviser.
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 Equities60%
- Non-Exchange Traded Equities22%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents3%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1Shaun Sagan
Chief Compliance OfficerCRD 7084939
Contacts
3 of 4Alyssa Codrick
DirectorCRD 7882585
JOSEPH CODRICK
Financial AdvisorCRD 1133513
Ryan Codrick
Vice PresidentCRD 6696431
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENSBURG, PA
WESTMORELAND
Location
GREENSBURG, PA
Headquartered in GREENSBURG, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- WESTMORELAND
- Address
- 126 Mathews St
- Time zone
- ET (UTC-5)
- Office locations
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