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| Chapman Financial Group LLC
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|---|---|
| CRD # | 168439 |
| SEC # | 801-123439 |
| CIK # | 0002056577, 0001751006 |
| AUM | 223.9 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-994-2390 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056577 0001751006 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 14.4 | ||
| Microsoft Corp | 11.1 | ||
| Mastercard Inc | 10.4 | ||
| Amazon Com Inc | 10.0 | ||
| Markel Corp | 9.1 | ||
| Visa Inc | 8.7 | ||
| Apple Inc | 7.7 | ||
| MercadoLibre Inc | 6.9 | ||
| American Express Co | 6.5 | ||
| Waste Management Inc | 6.5 | ||
| Cintas Corp | 4.7 | ||
| McGraw-Hill Companies Inc | 3.9 | ||
| Lilly Eli & Co | 3.2 | ||
| Accenture PLC | 3.0 | ||
| Expeditors International of Washington Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Uber Technologies Inc | 1.9 | ||
| Intuitive Surgical Inc | 1.7 | ||
| Salesforce Com Inc | 1.0 | ||
| Walt Disney Co | 0.8 | ||
| Starbucks Corp | 0.8 | ||
| O Reilly Automotive Inc | 0.7 | ||
| Chevron Corp | 0.4 | ||
| White Mountains Insurance Group Ltd | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 17.7 |
| (b) Individuals (high net worth individuals) | 51 | 204.0 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 2.2 |
| (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 | 274 | 223.9 |
| By Discretionary | ||
| Discretionary | 265 | 203.1 |
| Non-Discretionary | 9 | 20.9 |
| Total | 274 | 223.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.9 | |
| Total | 274 | 223.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001751006] | |
| 13F-HR | [0002056577] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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