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Chapel Hill Investment Analysts Inc

● SEC registered since 2000CRD 109511SEC# 801-57548Greensburg, PA
Export (members)
Reg. AUM
$381.4M
Employees
3
Accounts
3,603
Location
Greensburg, PA

Chapel Hill Investment Analysts Inc assets under management

Chapel Hill Investment Analysts Inc is a registered investment adviser overseen by the SEC based in Greensburg, PA. The firm has been registered since 2000. It reports $381.4 million in regulatory assets under management and employs 3 people.

Chapel Hill Investment Analysts Inc owners & executives

6 reported
NameTitleOwnershipSince
Alyssa a. Codrick Family Dynasty Trust Ua May 16, 2019Co-Trustee25-50%2019
Alyssa Ann Cash ControlDirectorUnder 5%2023
Joseph Scott Codrick ControlPresidentUnder 5%2000
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Frequently asked questions

How much does Chapel Hill Investment Analysts Inc manage?

Chapel Hill Investment Analysts Inc reports $381.4 million in regulatory assets under management on its Form ADV.

How many employees does Chapel Hill Investment Analysts Inc have?

Chapel Hill Investment Analysts Inc reports 3 employees.

Where is Chapel Hill Investment Analysts Inc located?

Chapel Hill Investment Analysts Inc is based in Greensburg, PA and has been SEC-registered since 2000.

Does Chapel Hill Investment Analysts Inc disclose fund performance?

Chapel Hill Investment Analysts Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address126 Mathews Street, Suite 1600, Greensburg, PA 15601-6913
Phone(724)830-2600
Fax(724)830-2795
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$381.4M
Non-discretionary$0
Total (RAUM)$381.4M