DBA: CHAPIN DAVIS ASSET MANAGEMENT
| Total AUM | $642.8M |
| Discretionary | $552.1M86% of AUM |
| Non-Discretionary | $90.6M |
| Client Accounts | 779 |
| Avg Account Size | $825K |
| Employees | 26 |
| Peak AUM | $1.05BMar 2016 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $643M | +19.2% | +20.7% | +15.7% | |
| Discretionary AUM | |||||
| Total AUM | $642.8M |
| Discretionary | $552.1M |
| Employees | 26 |
| Client Accounts | 779 |
| Client Range | 1-10 |
Address
1411 CLARKVIEW ROAD
BALTIMORE MD 21209
Phone
410-435-3200
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$552M
85.9% of AUM
Non-Discretionary
$91M
14.1% of AUM
Disc. mix ▲ 2.7pp vs 1 year ago
Custody
| +19.2% /yrover 17 yrs · 52 filings |
Total AUM
$643M
| $552M |
| +23.1% |
| +20.5% |
| +13.8% |
| Non-Disc. AUM | $91M | +0.1% | +21.5% | +34.6% |
| Total Accounts | 779 | +5.1% | +5.0% | +4.0% |
| Avg Account Size | $825,146.264 | +13.4% | +14.9% | +11.3% |
| Employees | 26 | 13.3% | 13.0% | 7.7% |
| AUM / Employee | $25M | +37.6% | +38.7% | +25.3% |
Client AUM Segments | |||||
| Wealth AUM | $631M | +21.4% | +19.9% | +15.3% | |
| Institutional AUM | $12M | 39.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 524 | +10.5% | +3.0% | 3.4% | |
| Institutional | 12 | +9.1% | — | — | |
| Individuals | 19 | +46.2% | +19.4% | +9.5% | |