Chapel Hill Investment Analysts Inc
● SEC registered since 2000CRD 109511SEC# 801-57548Greensburg, PA
Reg. AUM
$436M
Employees
3
Accounts
3,973
Location
Greensburg, PA
Chapel Hill Investment Analysts Inc assets under management
Chapel Hill Investment Analysts Inc is a registered investment adviser overseen by the SEC based in Greensburg, PA. The firm has been registered since 2000. It reports $436 million in regulatory assets under management and employs 3 people.
Chapel Hill Investment Analysts Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyssa a. Codrick Family Dynasty Trust Ua May 16, 2019 | Co-Trustee | 25-50% | 2019 |
| Alyssa Ann Cash Control | Director | Under 5% | 2023 |
| Joseph Scott Codrick Control | President | Under 5% | 2000 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Chapel Hill Investment Analysts Inc manage?
Chapel Hill Investment Analysts Inc reports $436 million in regulatory assets under management on its Form ADV.
How many employees does Chapel Hill Investment Analysts Inc have?
Chapel Hill Investment Analysts Inc reports 3 employees.
Where is Chapel Hill Investment Analysts Inc located?
Chapel Hill Investment Analysts Inc is based in Greensburg, PA and has been SEC-registered since 2000.
Does Chapel Hill Investment Analysts Inc disclose fund performance?
Chapel Hill Investment Analysts Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 126 Mathews Street, Suite 1600, Greensburg, PA 15601-6913 |
| Phone | (724)830-2600 |
| Fax | (724)830-2795 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$436M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$436Mregulatory AUM
Discretionary $436M