Investment adviser · CRD 122655
CHAPMAN & CHAPMAN ADVISORS LLC
Investment adviser filing (IA)
CHAGRIN FALLS, OH, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $146M Form ADV · Item 5.F
- Client accounts
- 473 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 266 | $133,666,354 | 91.8% |
| High-net-worth individuals | Fewer than 5 | $10,970,606 | 7.5% |
| Corporations & businesses | Fewer than 5 | $880,774 | 0.6% |
| Charities | Fewer than 5 | $67,023 | 0.0% |
Filing source
Form ADV 2071255 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
33 RIVER STREET, SUITE 3CHAGRIN FALLS, OH, 44022, United States
CRD 122655
Filing source
Form ADV 2071255 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.