CHAPEL HILL INVESTMENT ANALYSTS INC
CRD #109511 SEC #801-57548 GREENSBURG, PA (724)830-2600
SEC Registered
Total AUM
$381.4M
Discretionary
$381.4M
Employees
3
Clients
--
Accounts
3,603
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $381.4M | $381.4M | $0 | 3 | 0 |
| Mar 2024 | $323.2M | $323.2M | $0 | 3 | 0 |
| Feb 2023 | $269.6M | $269.6M | $0 | 3 | 0 |
| Feb 2022 | $288.7M | $288.7M | $0 | 3 | 0 |
| Feb 2021 | $261.1M | $261.1M | $0 | 3 | 0 |
| May 2020 | $198.3M | $198.3M | $0 | 2 | 0 |
| Feb 2020 | $198.3M | $198.3M | $0 | 2 | 0 |
| Mar 2019 | $154.9M | $154.9M | $0 | 2 | 0 |
| Oct 2018 | $160.8M | $160.8M | $0 | 2 | 0 |
| Feb 2018 | $160.8M | $160.8M | $0 | 2 | 0 |
| Feb 2017 | $129.4M | $129.4M | $0 | 2 | 600 |
| Feb 2016 | $113.8M | $113.8M | $0 | 2 | 600 |
| Feb 2015 | $114.7M | $114.7M | $0 | 2 | 600 |
| Mar 2014 | $105M | $105M | $0 | 2 | 600 |
| Mar 2013 | $91M | $91M | $0 | 2 | 600 |
| Mar 2012 | $90.2M | $90.2M | $0 | 1 | 600 |
| Nov 2011 | $83.2M | $77.7M | $5.5M | 1 | 550 |
| Mar 2011 | $83.2M | $77.7M | $5.5M | 5 | -- |
| Mar 2010 | $71.3M | $71.3M | $0 | 5 | -- |
| Mar 2008 | $69.5M | $69.5M | $0 | 5 | -- |
| Mar 2007 | $56.8M | $56.8M | $0 | 5 | -- |
| Mar 2006 | $53.3M | $53.3M | $0 | 5 | -- |
| Mar 2004 | $45M | $45M | $0 | 5 | -- |
| Mar 2002 | $43M | $43M | $0 | 5 | -- |
| Jun 2001 | $33.1M | $33.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$381.4M
Discretionary$381.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$323.2M
Discretionary$323.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$261.1M
Discretionary$261.1M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees2
Clients600
DateFeb 2016
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees2
Clients600
DateFeb 2015
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees2
Clients600
DateMar 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients600
DateMar 2013
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees2
Clients600
DateMar 2012
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees1
Clients600
DateNov 2011
Total AUM$83.2M
Discretionary$77.7M
Non-Disc.$5.5M
Employees1
Clients550
DateMar 2011
Total AUM$83.2M
Discretionary$77.7M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2010
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees5
Clients--