|
⚲
|
| Keyboard |
| Chapman & Chapman Advisors LLC
✚
|
|
|---|---|
| CRD # | 122655 |
| SEC # | 801-121327 |
| CIK # | |
| AUM | 145.6 M (2026-03-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 440-287-7603 |
| Address | 33 River Street Chagrin Falls, OH 44022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 133.7 |
| (b) Individuals (high net worth individuals) | 2 | 11.0 |
| (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 | 1 | 0.1 |
| (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 | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 473 | 145.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 473 | 145.6 |
| Total | 473 | 145.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.6 | |
| Total | 473 | 145.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Manna Wealth Management Inc
✚
|
FL | 146.1 M |
|
Somerset Group LLC
✚
|
MN | 145.6 M |
|
Ascendor Wealth LLC
✚
|
NC | 145.6 M |
|
The Practical Planner LLC
✚
|
MA | 145.3 M |
|
Stapp Wealth Management PLLC
✚
|
WA | 145.1 M |
|
GCI Financial Group Inc
✚
|
NJ | 145.1 M |
|
BFI Wealth Solutions LLC
✚
|
TX | 145.0 M |
|
Concord Atlantic Inc
✚
|
145.0 M | |
|
South Cove Financial LLC
✚
|
145.0 M | |
|
Winnacle Wealth LLC
✚
|
TX | 145.0 M |