Chapel Hill Investment Analysts Inc (Greensburg)

Name: Chapel Hill Investment Analysts Inc
Address: 126 Mathews Street, Suite 1600, Greensburg, PA, 15601 6913
Telephone: (724)830-2600

Chapel Hill Investment Analysts Inc is a large advisory firm based in Greensburg. It manages $154.91 million of regulatory assets for 2,015 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Chapel Hill Investment Analysts provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chapel Hill Investment Analysts: assets under management

The assets under management (AUM) of Chapel Hill Investment Analysts Inc is $154.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 368% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $154.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.88 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 49% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 22% of the firm’s portfolio. Investments in government bonds form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chapel Hill Investment Analysts Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

What kind of clients Chapel Hill Investment Analysts serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Chapel Hill Investment Analysts is individuals with 989 clients and $117.82 million of assets under management. Among the 8 most similar advisory firms, Chapel Hill Investment Analysts has the 3rd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $154.91 million for 1,011 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Chapel Hill Investment Analysts doesn't advise any private funds.

Careers at Chapel Hill Investment Analysts Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Scott Codrick	President, chief compliance officer	1 Apr 2000	75% - 100%	1133513
Jason Phillip Gongaware	Vice president	1 Apr 2000	Other	2916860

Based in Greensburg

The principal office where Chapel Hill Investment Analysts Inc performs its advisory services is located at 126 Mathews Street, Suite 1600, Greensburg, PA 15601 6913, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (724)830-2600 or by fax (724)830-2795. The normal business hours are 9am - 5pm on Other. You can find more information about the New York firm at chapelhillinvestment.com.