Chapel Hill Investment Analysts Inc is an SEC registered investment adviser with a primary office location in Greensburg, PA. Its latest Form ADV filing, dated March 18, 2026, reports $436M in regulatory assets under management, 3 employees, 1 office, and 3,973 accounts.
Assets Under Management
$436M
Employees
3
Offices
1 office
Total Clients
1,411
Primary office
GREENSBURG, PA
126 MATHEWS STREET, SUITE 1600, GREENSBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.8% of total clients.
Top client categories% of clientsClients
1
Individuals
99.8%
1,408
2
HNWI
0.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$436Mas of March 18, 2026
Discretionary100.0%
$436M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$436M
Total Accounts3,973
10Y AUM Change+$307M (+236.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee470:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.