CHAPIN DAVIS ASSET MANAGEMENT

Broker-DealerFINRA MemberEst. 2010
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 corporation operating as an insurance broker-dealer and registered representative firm that also provides fee-based advisory services. The firm has been SEC-registered since 2010 and identifies as a capital allocator, managing money for both individual/family and institutional clients. Its revenue model includes asset-based fees as well as hourly and fixed-fee arrangements. Business lines span broker-dealer activity, insurance brokerage and registered-rep services alongside financial planning and portfolio management for individuals, small businesses and institutions. The firm also lists pension consulting and the selection of other advisers among its advisory capabilities. Chapin Davis reports an active ESG stance, suggesting environmental, social or governance factors are incorporated into at least some investment decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

    Chief Compliance OfficerCRD 2858149

Contacts

3 of 24

  • ANA CARTER

    FinOpCRD 4424794

  • JEFFREY GOLDMAN

    Vice PresidentCRD 2493183

  • Adrianna Camiolo

    Registered Client AssociateCRD 7655432

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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 107

Active vs passive

$91.5M in ETFs

Passive

86%

$78.9M

Active

9%

$12.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$10M15,35010.95%
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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