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| Happy Holidays!! thanks for using AUM13F!! |
| Chapin Davis Inc
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| CRD # | 28116 |
| SEC # | 801-70987 |
| CIK # | 0000872098 |
| AUM | $539.1 M (2025-04-03) |
| Employees | 30 (77% Investors, 100% Brokers) |
| Phone | 410-435-3200 |
| Address | 1411 Clarkview Road Baltimore, MD 21209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.9 | ||
| Microsoft Corp | 16.0 | ||
| Nvidia Corp | 11.9 | ||
| Palantir Technologies Inc | 11.6 | ||
| Alcoa Inc | 9.7 | ||
| Amazon Com Inc | 9.4 | ||
| J P Morgan Chase & Co | 9.3 | ||
| Gbank Financial Holdings Inc | 7.2 | ||
| Broadcom Inc | 7.0 | ||
| Alphabet Inc | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 474 | 346.3 |
| (b) Individuals (high net worth individuals) | 13 | 173.2 |
| (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 | 5 | 11.6 |
| (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 | 6 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 741 | 539.1 |
| By Discretionary | ||
| Discretionary | 597 | 448.6 |
| Non-Discretionary | 144 | 90.5 |
| Total | 741 | 539.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 539.0 | |
| Total | 741 | 539.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000872098] |
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NY | 0.5 |
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CT | 0.5 |
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TX | 0.5 |
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Wedgewood Partners Inc
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MO | 0.5 |
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Oxler Private Wealth LLC
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Cambridge Financial Group LLC
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AZ | 0.5 |
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Maximai Investment Partners LLC
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FL | 0.5 |
|
Kitching Partners LLC
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PA | 0.5 |
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Hudson Capital Management LLC
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NJ | 0.5 |