Chapin Davis Asset Management

Chapin Davis Asset Management (CRD# 28116) is a financial advisory firm headquartered in Baltimore, MD. They manage $199,479,473 in 437 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $456,475
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 28 top financial advisors.
1
Talbot J. Albert
CRD#: 1620715
1411 Clarkview Road, Baltimore, MD 21209
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
Charles T. Bailey
CRD#: 4582281
1411 Clarkview Road, Baltimore, MD 21209
93
Wealthminder
score

Charles Bailey (CRD# 4582281) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 15 years of experience in the finance industry.

3
John R. Boo
CRD#: 1188039
1411 Clarkview Road, Baltimore, MD 21209
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.

4
Mary K. Braun
CRD#: 1006968
Lutherville-Timonium, MD
93
Wealthminder
score

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

5
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.

6
Mary G. Costa
CRD#: 4579679
1411 Clarkview Road, Baltimore, MD 21209
93
Wealthminder
score

Mary Costa (CRD# 4579679) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 10 years of experience in the finance industry.

7
Francis A. Frisch
CRD#: 2746171
1340 Smith Avenue, Suite 200, Baltimore, MD 21209
93
Wealthminder
score

Francis Frisch (CRD# 2746171) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 22 years of experience in the finance industry.

8
Jeffrey M. Goldman
CRD#: 2493183
1411 Clarkview Road, Baltimore, MD 21209
93
Wealthminder
score

Jeffrey Goldman (CRD# 2493183) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 23 years of experience in the finance industry.

9
George T. Grewe
CRD#: 2485495
Lutherville-Timonium, MD
93
Wealthminder
score

George Grewe (CRD# 2485495) is an Investment Advisor Representative working at Chapin Davis Asset Management in Lutherville-Timonium, MD and has over 24 years of experience in the finance industry.

10
Elisabeth A. Hayes
CRD#: 1824604
1411 Clarkview Road, Baltimore, MD 21209
93
Wealthminder
score

Elisabeth Hayes (CRD# 1824604) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 29 years of experience in the finance industry.

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