CHAPMAN & CHAPMAN ADVISORS LLC

Overview

Chapman & Chapman Advisors LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also offers hourly advisory work, positioning itself to serve both ongoing wealth-management relationships and project-based planning engagements. Chapman & Chapman is not structured as a capital allocator or a multi-state ESG-driven manager; instead it uses third-party managers and publicly available pooled vehicles as the backbone of client portfolios. The adviser maintains non-discretionary relationships for its client base, which shapes how it implements trading, rebalancing and portfolio changes. Investment activity centers on public funds and mutual funds as the primary vehicle for core exposures, with selective use of alternative strategies — private placements, real estate and commodities — layered in for eligible clients. That mix suggests a conventional core-satellite approach: broadly diversified pooled products for the center of portfolios, and outsourced or private strategies for targeted opportunity, income or diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices