Chapin Davis Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated April 21, 2026, reports $643M in regulatory assets under management, 26 employees, 13 offices, and 779 accounts.
Top client segmentIndividuals represent 94.4% of total clients.
Top client categories% of clientsClients
1
Individuals
94.4%
524
2
HNWI
3.4%
19
3
Corporations
1.3%
7
4
Pension Plans
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$643Mas of April 21, 2026
Discretionary85.9%
$552M
86% of total RAUM85.9%
Non-discretionary14.1%
$91M
14% of total RAUM14.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$643M
Total Accounts779
10Y AUM Change+$443M (+222.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee21:1
10Y Employee Change-17 (-39.5%)
* 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.