Chapin Davis Asset Management

Chapin Davis Asset Management (CRD# 28116) is a financial advisory firm headquartered in Baltimore, MD. They manage $1,048,328,881 in 6,060 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,048
    MILLION
  • Total Number of Accounts
    6,060
    ACCOUNTS
  • Average Account Value
    $172,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, DC, DE, FL, GA, IL, MD, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at Chapin Davis Asset Management
Showing 1 - 10 of 30 top financial advisors.
1
Talbot J. Albert
CRD#: 1620715
2 Village Square, Suite 200, Baltimore, MD 21210
93
Wealthminder
score

Talbot Albert (CRD# 1620715) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 30 years of experience in the finance industry.

2
Robert B. Alderman
CRD#: 1485908
8512 N. Knoxville Road, Peoria, IL 61615
93
Wealthminder
score

Robert Alderman (CRD# 1485908) is an Investment Advisor Representative working at Chapin Davis Asset Management in Peoria, IL and has over 31 years of experience in the finance industry.

3
Charles T. Bailey
CRD#: 4582281
2 Village Square, Suite 200, Baltimore, MD 21210
93
Wealthminder
score

Charles Bailey (CRD# 4582281) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 14 years of experience in the finance industry.

4
John R. Boo
CRD#: 1188039
2 Village Square, Suite 200, Baltimore, MD 21210
93
Wealthminder
score

John Boo (CRD# 1188039) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 34 years of experience in the finance industry.

5
Claudette L. Boudreaux
CRD#: 2758454
2 Village Square, Suite 200, Baltimore, MD 21210
93
Wealthminder
score

Claudette Boudreaux (CRD# 2758454) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 21 years of experience in the finance industry.

6
Mary K. Braun
CRD#: 1006968
Perryville, MD
93
Wealthminder
score

Mary Braun (CRD# 1006968) is an Investment Advisor Representative working at Chapin Davis Asset Management in Perryville, MD and has over 36 years of experience in the finance industry.

7
Diane L. Buchanan
CRD#: 1096313
8512 N. Knoxville Road, Peoria, IL 61615
93
Wealthminder
score

Diane Buchanan (CRD# 1096313) is an Investment Advisor Representative working at Chapin Davis Asset Management in Peoria, IL and has over 27 years of experience in the finance industry.

8
Kevin Cory
CRD#: 1716966
2 Village Square, Suite 200, Baltimore, MD 21210
93
Wealthminder
score

Kevin Cory (CRD# 1716966) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 17 years of experience in the finance industry.

9
Mary G. Costa
CRD#: 4579679
2 Village Square, Suite 200, Baltimore, MD 21210
93
Wealthminder
score

Mary Costa (CRD# 4579679) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 9 years of experience in the finance industry.

10
Justus C. Denner
CRD#: 65446
2 Village Square, Suite 200, Baltimore, MD 21210
93
Wealthminder
score

Justus Denner (CRD# 65446) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 37 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.