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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 Oct 1, 2026
Regulatory AUM
$642.8M
Above cohort median (national)
Discretionary AUM
$552.1M
Non-discretionary $90.6M
Clients
555
779 accounts
Employees
26
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
- HTTP://WWW.CHAPINDAVIS.COM
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 30 | 26 | decreased by4 |
| Apr 1, 2026 | Clients | 498 | 555 | increased by57 |
| Apr 1, 2026 | AUM | $539,098,994 | $642,788,940 | increased by$103,689,946 |
| Apr 1, 2026 | Accounts | 741 | 779 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 30 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 673 | 498 | decreased by175 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $373,496,001 | $539,098,994 | increased by$165,602,993 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 673 | 741 | increased by68 |
| May 1, 2022 | Clients | 638 | 673 | increased by35 |
| May 1, 2022 | AUM | $306,030,320 | $373,496,001 | increased by$67,465,681 |
| May 1, 2022 | Accounts | 638 | 673 | increased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHAPIN DAVIS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHAPIN DAVIS” may also match similarly-named firms). Confirm identity against each filing.
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.