Wealth manager, independent · SAN Juan, PR
Chapel Bridge Wealth Advisors
Chapel Bridge Wealth Advisors, LLC · SEC-registered investment adviser · CRD 313295 · SEC 801-125816
At a glance
Chapel Bridge Wealth Advisors is an SEC-registered investment adviser based in SAN Juan, PR, with $274 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 17 individual clients. By Form ADV it is a wealth manager, ranked 4,696th of 8,915 wealth managers and 10,643rd of 17,210 SEC-registered advisers by assets.
Main office 614-552-8200chapelbridge.comAs filed on Form ADV
- Regulatory AUM
- $274M
- Rank among wealth managers
- #4,696 of 8,915
- Rank among all SEC RIAs
- #10,643 of 17,210
- Rank in PR
- #34 of 49
- Individual clients
- 17
- High-net-worth clients
- 9
- Accounts
- 233
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Renee S. DaviesChief Compliance Officer
- Joseph S. DaviesManaging Member
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 9 | $198M | 72% |
| Other | 4 | $65M | 24% |
| Pooled investment vehicles | 1 | $7M | 3% |
| Individuals | 8 | $2M | <1% |
| Charitable organizations | 3 | $2M | <1% |
Private funds
Chapel Bridge Wealth Advisors reports 1 private funds with $7M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Chapel Bridge Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗chapelbridge.com ↗
AtlasMembers
The full record on Chapel Bridge Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 6,467 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Chapel Bridge Wealth Advisors manage?
Chapel Bridge Wealth Advisors reports $274 million in regulatory assets under management across 233 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Chapel Bridge Wealth Advisors?
Chapel Bridge Wealth Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Chapel Bridge Wealth Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($198 million, 9 clients); other ($65 million, 4 clients); pooled investment vehicles ($7 million, 1 clients).
Does Chapel Bridge Wealth Advisors manage private funds?
Yes. It reports 1 private funds with $7 million in gross assets, including private equity funds.
Does Chapel Bridge Wealth Advisors have any disciplinary history?
Chapel Bridge Wealth Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Chapel Bridge Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →