|
⚲
|
| Chapel Hill Investment Analysts Inc
✚
|
|
|---|---|
| CRD # | 109511 |
| SEC # | 801-57548 |
| CIK # | |
| AUM | $436.0 M (2026-03-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 724-830-2600 |
| Address | 126 Mathews Street, Suite 1600 Greensburg, PA 15601-6913 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,408 | 407.9 |
| (b) Individuals (high net worth individuals) | 3 | 28.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,973 | 436.0 |
| By Discretionary | ||
| Discretionary | 3,973 | 436.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,973 | 436.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 436.0 | |
| Total | 3,973 | 436.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.4 |
|
PFG Investments LLC
✚
|
OR | 0.4 |
|
Ndure Global LLC
✚
|
0.4 | |
|
Blueprint Investing LLC
✚
|
CA | 0.4 |
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Questmont Virtual Family Office LLC
✚
|
FL | 0.4 |
|
PFS Partners LLC
✚
|
NJ | 0.4 |
|
Advisortrust Partners LLC
✚
|
NC | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
✚
|
GA | 0.4 |
|
VCI Wealth Management LLC
✚
|
MO | 0.4 |