Wealth manager, independent · Greensburg, PA
Chapel Hill Investment Analysts Inc
SEC-registered investment adviser · CRD 109511 · SEC 801-57548
At a glance
Chapel Hill Investment Analysts Inc is an SEC-registered investment adviser based in Greensburg, Pennsylvania, with $436 million in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is individuals, and it reports 1,411 individual clients. By Form ADV it is a wealth manager, ranked 3,250th of 8,915 wealth managers and 8,418th of 17,210 SEC-registered advisers by assets.
Main office 724-830-2600chapelhillinvestment.comAs filed on Form ADV
- Regulatory AUM
- $436M
- Rank among wealth managers
- #3,250 of 8,915
- Rank among all SEC RIAs
- #8,418 of 17,210
- Rank in Pennsylvania
- #305 of 564
- Individual clients
- 1,411
- High-net-worth clients
- 3
- Accounts
- 3,973
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Joseph S. CodrickPresident
- Shaun C. SaganChief Compliance Officer
- Ryan M. CodrickVice President
- Alyssa A. CashDirector
Custody and brokerage
Custodian
Chapel Hill Investment Analysts Inc’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 1,408 | $408M | 94% |
| High-net-worth individuals | 3 | $28M | 6% |
Disciplinary disclosures
Chapel Hill Investment Analysts Inc 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
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗chapelhillinvestment.com ↗
AtlasMembers
The full record on Chapel Hill Investment Analysts Inc
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, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,807 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Chapel Hill Investment Analysts Inc manage?
Chapel Hill Investment Analysts Inc reports $436 million in regulatory assets under management across 3,973 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is Chapel Hill Investment Analysts Inc?
Chapel Hill Investment Analysts Inc 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 Hill Investment Analysts Inc’s clients?
By assets, its largest client types are individuals ($408 million, 1,408 clients); high-net-worth individuals ($28 million, 3 clients).
Does Chapel Hill Investment Analysts Inc have any disciplinary history?
Chapel Hill Investment Analysts Inc 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 Hill Investment Analysts Inc’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 (2026-03-18), 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 →