CHAPIN DAVIS ASSET MANAGEMENT

Legal name: CHAPIN DAVIS, INC

CRD 28116File 801-70987

APPROVED

Retail clients

Custody

Disclosure events

Filing as of May 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$642.8M

Above cohort median (national)

Discretionary AUM

$552.1M

Non-discretionary $90.6M

Clients

555

779 accounts

Employees

Above cohort median in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jan 13, 2010
Principal office: 1411 CLARKVIEW ROAD, BALTIMORE, MD, 21209
Phone: 410-435-3200
Website: https://www.linkedin.com/company/chapin-davis/mycompany/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $642.8M
Discretionary AUM: $552.1M
Non-discretionary AUM: $90.6M
Discretionary accounts: 658
Non-discretionary accounts: 121
Total accounts: 779
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$4.4M
High net worth individuals	19	$191.6M
Pension and profit sharing plans	5	$7.5M
Individuals (other than high net worth individuals)	524	$439.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
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 businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: Yes
Firm Custody Securities: Yes
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

Q11
Q11E2
Q11E4

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.