CHAPEL HILL INVESTMENT ANALYSTS INC

CRD 109511File 801-57548

APPROVED

Retail clients

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$436.0M

Below cohort median (national)

Discretionary AUM

$436.0M

Clients

1,411

3,973 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Other (specify)
Firm type: Registered
SEC region: PLRO
Registration date: Jun 6, 2000
Principal office: 126 MATHEWS STREET, SUITE 1600, GREENSBURG, PA, 15601-6913
Phone: (724)830-2600
Website: HTTP://WWW.CHAPELHILLINVESTMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $436.0M
Discretionary AUM: $436.0M
Non-discretionary AUM: $0
Discretionary accounts: 3,973
Non-discretionary accounts: 0
Total accounts: 3,973
AUM per client: $309K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	3	$28.1M
Individuals (other than high net worth individuals)	1,408	$407.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.