Chapin Davis, Inc
● SEC registered since 2010CRD 28116SEC# 801-70987Baltimore, MD
Reg. AUM
$642.8M
Employees
26
Accounts
779
Location
Baltimore, MD
Chapin Davis, Inc assets under management
Chapin Davis, Inc is an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2010. It reports $642.8 million in regulatory assets under management and employs 26 people.
Chapin Davis, Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ana Roumenova Carter | Financial Principal | Under 5% | 2025 |
| Elisabeth Albert Hayes Control | Director/Shareholder | 10-25% | 1999 |
| Keith Lawrence Murray Control | Director | Under 5% | 2017 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Chapin Davis, Inc manage?
Chapin Davis, Inc reports $642.8 million in regulatory assets under management on its Form ADV.
How many employees does Chapin Davis, Inc have?
Chapin Davis, Inc reports 26 employees.
Where is Chapin Davis, Inc located?
Chapin Davis, Inc is based in Baltimore, MD and has been SEC-registered since 2010.
Does Chapin Davis, Inc disclose fund performance?
Chapin Davis, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1411 Clarkview Road, Baltimore, MD 21209 |
| Phone | 410-435-3200 |
| Fax | 410-433-2099 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$642.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$642.8Mregulatory AUM
Discretionary $552.1MNon-discretionary $90.6M