CHAPIN DAVIS ASSET MANAGEMENT

1411 Clarkview Road
Baltimore, Maryland 21209
Tel: 410-435-3200

About CHAPIN DAVIS ASSET MANAGEMENT

CHAPIN DAVIS ASSET MANAGEMENT, formally registered with the SEC as CHAPIN DAVIS ASSET MANAGEMENT. The firm was established in 01/13/2010. They have over 10 offices throughout the country.

CHAPIN DAVIS ASSET MANAGEMENT is a Baltimore, Maryland based Financial Planning firm with nearly $417,434,640 assets under management, offering retirement planning & investment advisory services to 684 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	28116
SEC#	801-70987
Assets Managed by Firm	$417,434,640
No. of Clients	684
No. of Advisors	36

Fee Structure

A percentage of AUM
Hourly charges
Commission Based
Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	684	$417,434,640
Individuals (other than high net worth individuals)	664	$311,035,025
High net worth individuals	11	$84,075,411
Pension and profit sharing plans	Fewer than 5 clients	$6,822,069
Corporations or other businesses	6	$15,502,135

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