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| Happy Holidays!! thanks for using AUM13F!! |
| Chapel Hill Investment Analysts Inc
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| CRD # | 109511 |
| SEC # | 801-57548 |
| CIK # | |
| AUM | $381.4 M (2025-03-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 724-830-2600 |
| Address | 126 Mathews Street, Suite 1600 Greensburg, PA 15601-6913 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,486 | 361.5 |
| (b) Individuals (high net worth individuals) | 2 | 19.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,603 | 381.4 |
| By Discretionary | ||
| Discretionary | 3,603 | 381.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,603 | 381.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.4 | |
| Total | 3,603 | 381.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Flourish Wealth Management Inc
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|
MN | 0.4 |
|
REIK & Co LLC
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|
0.4 | |
|
Note Advisors LLC
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|
NY | 0.4 |
|
Seven Mile Advisory LLC
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|
NJ | 0.4 |
|
IMZ Advisory Inc
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|
FL | 0.4 |
|
Investment Management Consultants
✚
|
NV | 0.4 |
|
McCarter Private Wealth Services LLC
✚
|
MA | 0.4 |
|
Logic Capital Management LLC
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|
TX | 0.4 |
|
Aegis Financial Corporation
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|
VA | 0.4 |
|
May Hill Capital LLC
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|
MA | 0.4 |