Chapel Hill Investment Analysts Inc
Chapel Hill Investment Analysts Inc is an SEC-registered mass-market adviser in Greensburg, PA with $436.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Chapel Hill Investment Analysts Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109511, SEC 801-57548, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $436.0M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Greensburg, PA
- Employees
- 3
- Clients
- 1,411
- CRD
- 109511
- Ownership
- GONGAWARE, JASON, PHILLIP; CODRICK, JOSEPH, SCOTT; Sagan, Shaun, Carl; Codrick, Ryan, Marshall; ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019
How much AUM does Chapel Hill Investment Analysts Inc have?
Chapel Hill Investment Analysts Inc reported $436.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Chapel Hill Investment Analysts Inc?
Disclosed owners and executives of Chapel Hill Investment Analysts Inc include GONGAWARE, JASON, PHILLIP, CODRICK, JOSEPH, SCOTT, Sagan, Shaun, Carl, Codrick, Ryan, Marshall, ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.