Chapin Davis Asset Management

Chapin Davis Asset Management (CRD# 28116) is a financial advisory firm headquartered in Baltimore, MD. They manage $326,828,387 in 1,247 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    1,247
    ACCOUNTS
  • Average Account Value
    $262,092
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
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, AZ, CA, CT, DC, DE, FL, GA, IL, IN, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at Chapin Davis Asset Management
Showing 1 - 10 of 23 top financial advisors.
1
Talbot J. Albert
CRD#: 1620715
1411 Clarkview Road, Baltimore, MD 21209

Talbot Albert (CRD# 1620715) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 33 years of experience in the finance industry.

2
Sammy M. Barsa
CRD#: 2103822
Mendham, NJ

Sammy Barsa (CRD# 2103822) is an Investment Advisor Representative working at Chapin Davis Asset Management in Mendham, NJ and has over 29 years of experience in the finance industry.

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

John Boo (CRD# 1188039) 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.

4
Mary K. Braun
CRD#: 1006968
Lutherville, MD

Mary Braun (CRD# 1006968) is an Investment Advisor Representative working at Chapin Davis Asset Management in Lutherville, MD and has over 39 years of experience in the finance industry.

5
Richard L. Coale
CRD#: 1621905
Annapolis, MD

Richard Coale (CRD# 1621905) is an Investment Advisor Representative working at Chapin Davis Asset Management in Annapolis, MD and has over 33 years of experience in the finance industry.

6
John S. Crain
CRD#: 2748785
1411 Clarkview Road, Baltimore, MD 21209

John Crain (CRD# 2748785) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 24 years of experience in the finance industry.

7
Craig B. Diamond
CRD#: 2541059
1340 Smith Avenue, Suite 200, Baltimore, MD 21209

Craig Diamond (CRD# 2541059) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 26 years of experience in the finance industry.

8
Francis A. Frisch
CRD#: 2746171
1340 Smith Avenue, Suite 200, Baltimore, MD 21209

Francis Frisch (CRD# 2746171) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 24 years of experience in the finance industry.

9
Michael A. Galantino
CRD#: 1277218
2 Bala Plaza, Suite 300, Bala Cynwyd, PA 19004

Michael Galantino (CRD# 1277218) is an Investment Advisor Representative working at Chapin Davis Asset Management in Bala Cynwyd, PA and has over 36 years of experience in the finance industry.

10
Jeffrey M. Goldman
CRD#: 2493183
1411 Clarkview Road, Baltimore, MD 21209

Jeffrey Goldman (CRD# 2493183) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 26 years of experience in the finance industry.

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