Chapel Hill Investment Analysts Inc

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Assets, Funds, Holdings

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Chapel Hill Investment Analysts Inc
CRD #109511
SEC #801-57548
CIK #
AUM $323.2 MM (2024-03-06)
Employees 3 (100% Investors, 0% Brokers)
Phone724-830-2600
Address126 Mathews Street, Suite 1600
Greensburg, PA 15601-6913
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,326 300.1
(b) Individuals (high net worth individuals) 2 23.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,514 323.2
By Discretionary
Discretionary 3,514 323.2
Non-Discretionary 0 0.0
Total 3,514 323.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 323.2
Total 3,514 323.2
Comparable Firms State AUM ($BB)
Family Asset Management LLC
SC 0.3
Cypress Capital Advisors LLC
TN 0.3
Rubey & RUST Capital Management LLC
NV 0.3
JDH Wealth Management LLC
CA 0.3
Accretive Wealth Partners LLC
NJ 0.3
Camden Wealth Advisors LLC
TX 0.3
Jeffrey N Mehler CFP LLC
CT 0.3
Caldwell Advisors LLC
TN 0.3
O'Donnell Financial Services LLC
CA 0.3
Palumbo Wealth Management LLC
NY 0.3
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