Chain Bridge Advisors, LLC (Chevy Chase)

Chain Bridge Advisors, LLC is a large advisory firm based in Chevy Chase. It manages $99.16 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Virginia.

Chain Bridge Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chain Bridge Advisors: assets under management

The assets under management (AUM) of Chain Bridge Advisors, LLC is $99.16 million. The firm's AUM has grown by 237% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.53 million in discretionary accounts and $6.62 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $602.08 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chain Bridge Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Chain Bridge Advisors, LLC

Charles William Paul has been acting as President since 1 Nov 2001. Llc Chain Bridge Capital joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles William Paul	Director	1 Nov 2001	50% - 75%	1299434
Paul A. Meloan	Director	1 Nov 2001	50% - 75%	4486981
Llc Chain Bridge Capital	Owner	1 Jan 2005	50% - 75%	200816531

Based in Chevy Chase

The principal office where Chain Bridge Advisors, LLC performs its advisory services is located at Two Wisconsin Circle, Chevy Chase, MD 20815, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.