Firm profile

CHAPMAN & CHAPMAN ADVISORS LLC

CHAGRIN FALLS, OHCRD 122655Latest ADV March 13, 2026

Chapman & Chapman Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chagrin Falls, OH. Its latest Form ADV filing, dated March 13, 2026, reports $146M in regulatory assets under management, 3 employees, and 473 accounts.

Assets Under Management
$146M
Employees
3
Offices
--
Total Clients
270
Primary office
CHAGRIN FALLS, OH
33 RIVER STREET, SUITE 3, CHAGRIN FALLS, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGeorge B. Chapman Iii

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 98.5% of total clients.
Top client categories% of clientsClients
1
Individuals
98.5%
266
2
HNWI
0.7%
2
3
Charitable
0.4%
1
4
Corporations
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$146Mas of March 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$146M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$146M
Total Accounts473
10Y AUM Change+$29M (+25.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee90:1
10Y Employee Change0 (0.0%)

* 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.