CHAPEL HILL INVESTMENT ANALYSTS INC
Adviser information for CHAPEL HILL INVESTMENT ANALYSTS INC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,514 | $323.2M |
| Non-Discretionary | 0 | $0 |
| Total | 3,514 | $323.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,326 | $300.1M |
| HNW Individuals | 2 | $23.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-57548 |
|---|---|
| SEC ERA File Number | 801-57548 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109511 |
| Legal Entity Identifier | None |
Principal Office
126 MATHEWS STREET, SUITE 1600GREENSBURG
PA
United States
Monday - Friday, 9AM - 5PM
Tel: (724)830-2600, Fax: (724)830-2795
Websites
Chief Compliance Officer
SHAUN C. SAGAN
PLANNING COORDINATOR
126 MATHEWS ST SUITE 1600
GREENSBURG
PA
United States
Tel:
724-830-2600 X-118
Fax:
724-830-2795
S**@***********************M
(Full email address available in API data)
Regulatory Contact
JOSEPH S. CODRICK
PRESIDENT
126 MATHEWS STREET, SUITE 1600
GREENSBURG
PA
United States
Tel:
(724) 830-2600 X114
Fax:
(724) 830-2795
J**@***********************M
(Full email address available in API data)
Industry Affiliates
| ATTORNEY | Lawyer or law firm |
| BILIK/SENELLA INSURANCE | Insurance company or agency |
| DEBLASIO & DEBLASIO ASSOCIATES | Accountant or accounting firm |
| GRANEY & COMPANY CPA | Accountant or accounting firm |
| LEECH TISHMAN | Lawyer or law firm |
| MBI MANAGEMENT BENEFITS INC. | Insurance company or agency |
| RUPP FIORE INSURANCE MANAGEMENT INC. | Insurance company or agency |
| TRI-STATE BROKERAGE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CODRICK, JOSEPH, SCOTT | Individual | – | PRESIDENT | 04/2000 | < 5% |
| Sagan, Shaun, Carl | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2019 | < 5% |
| Codrick, Ryan, Marshall | Individual | – | VICE PRESIDENT | 11/2018 | < 5% |
| RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | Domestic Entity | – | CO-TRUSTEE | 05/2019 | 25-50% |
| ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | Domestic Entity | – | CO-TRUSTEE | 05/2019 | 25-50% |
| Codrick, Alyssa, Ann | Individual | – | DIRECTOR | 01/2023 | < 5% |