Chapman & Chapman Advisors LLC
● SEC registered since 2021CRD 122655SEC# 801-121327Chagrin Falls, OH
Reg. AUM
$145.6M
Employees
3
Accounts
473
Location
Chagrin Falls, OH
Chapman & Chapman Advisors LLC assets under management
Chapman & Chapman Advisors LLC is a registered investment adviser overseen by the SEC based in Chagrin Falls, OH. The firm has been registered since 2021. It reports $145.6 million in regulatory assets under management and employs 3 people.
Chapman & Chapman Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley King Rozsa | Member | 10-25% | 2024 |
| George Byron Chapman III Control | Managing Member & Cco | Over 75% | 2002 |
Frequently asked questions
How much does Chapman & Chapman Advisors LLC manage?
Chapman & Chapman Advisors LLC reports $145.6 million in regulatory assets under management on its Form ADV.
How many employees does Chapman & Chapman Advisors LLC have?
Chapman & Chapman Advisors LLC reports 3 employees.
Where is Chapman & Chapman Advisors LLC located?
Chapman & Chapman Advisors LLC is based in Chagrin Falls, OH and has been SEC-registered since 2021.
Does Chapman & Chapman Advisors LLC disclose fund performance?
Chapman & Chapman Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33 River Street, Suite 3, Chagrin Falls, OH 44022 |
| Phone | 440-287-7603 |
| Fax | 330-405-3803 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.6M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$145.6Mregulatory AUM
Discretionary $0Non-discretionary $145.6M