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Chapel Hill Investment Analysts Inc
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CRD # | 109511 |
SEC # | 801-57548 |
CIK # | |
AUM | $323.2 MM (2024-03-06) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 724-830-2600 |
Address | 126 Mathews Street, Suite 1600 Greensburg, PA 15601-6913 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,326 | 300.1 |
(b) Individuals (high net worth individuals) | 2 | 23.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3,514 | 323.2 |
By Discretionary | ||
Discretionary | 3,514 | 323.2 |
Non-Discretionary | 0 | 0.0 |
Total | 3,514 | 323.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 323.2 | |
Total | 3,514 | 323.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Family Asset Management LLC
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SC | 0.3 |
Cypress Capital Advisors LLC
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|
TN | 0.3 |
Rubey & RUST Capital Management LLC
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|
NV | 0.3 |
JDH Wealth Management LLC
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|
CA | 0.3 |
Accretive Wealth Partners LLC
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|
NJ | 0.3 |
Camden Wealth Advisors LLC
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|
TX | 0.3 |
Jeffrey N Mehler CFP LLC
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|
CT | 0.3 |
Caldwell Advisors LLC
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|
TN | 0.3 |
O'Donnell Financial Services LLC
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|
CA | 0.3 |
Palumbo Wealth Management LLC
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|
NY | 0.3 |