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 independent, owner-operated RIA organized as an LLC and SEC-registered since 2018. The firm manages client portfolios on a fee‑based (percentage of AUM) model and focuses its advisory work on individuals and families as well as smaller businesses and institutions. Its stated advisory activities center on discretionary portfolio management rather than pension consulting or family office capital allocation. The firm does not identify as an active ESG investor and is not registered as 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 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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