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| Happy Holidays!! thanks for using AUM13F!! |
| Chapman Financial Group LLC
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| CRD # | 168439 |
| SEC # | 801-123439 |
| CIK # | 0001751006, 0002056577 |
| AUM | $192.1 M (2025-01-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 312-994-2390 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001751006 0002056577 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 15.0 | ||
| Microsoft Corp | 14.7 | ||
| Mastercard Inc | 11.7 | ||
| MercadoLibre Inc | 10.9 | ||
| Amazon Com Inc | 10.7 | ||
| VISA Inc | 10.2 | ||
| Markel Corp | 9.6 | ||
| Apple Inc | 7.2 | ||
| American Express Co | 6.8 | ||
| Waste Management Inc | 5.8 | ||
| Cintas Corp | 5.6 | ||
| GE Healthcare Technologies Inc | 5.3 | ||
| J P Morgan Chase & Co | 3.8 | ||
| McGraw-hill Companies Inc | 3.6 | ||
| Accenture PLC | 3.4 | ||
| Zoetis Inc | 3.3 | ||
| Uber Technologies Inc | 3.1 | ||
| Lilly Eli & Co | 2.4 | ||
| Expeditors International of Washington Inc | 2.3 | ||
| Walt Disney Co | 1.8 | ||
| Intuitive Surgical Inc | 1.5 | ||
| Chipotle Mexican Grill Inc | 1.1 | ||
| O Reilly Automotive Inc | 0.7 | ||
| Chevron Corp | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Exxon Mobil Corp | 0.3 | ||
| White Mountains Insurance Group Ltd | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 16.3 |
| (b) Individuals (high net worth individuals) | 51 | 173.5 |
| (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 | 268 | 192.1 |
| By Discretionary | ||
| Discretionary | 268 | 192.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 268 | 192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.1 | |
| Total | 268 | 192.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001751006] | |
| 13F-HR | [0002056577] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lindahl & Mansager Inc
✚
|
OH | 0.2 |
|
Guidedmoney LLC
✚
|
0.2 | |
|
ETRE LLC
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|
MA | 0.2 |
|
JHP Wealth Management LLC
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|
CO | 0.2 |
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Yardley Wealth Management LLC
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|
PA | 0.2 |
|
Bullseye Investment Management LLC
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|
OH | 0.2 |
|
Polaris Financial Partners LLC
✚
|
OH | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |
|
Osprey Capital Management Corp
✚
|
0.2 | |
|
Lander & Associates Inc
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|
0.2 |