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
Firm Details
- Organization Type
- Other (specify) (SUB-CHAPTER S CORP)
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASH, ALYSSA, ANN | I | DIRECTOR | NA | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | NA | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | NA | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | NA | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | NA | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | NA | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | NA | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | NA | Control |
| Codrick, Alyssa, Ann | I | DIRECTOR | NA | Control |
| Codrick, Ryan, Marshall | I | VICE PRESIDENT | NA | Control |
| Codrick, Ryan, Marshall | I | VICE PRESIDENT | NA | Control |
| Codrick, Ryan, Marshall | I | VICE PRESIDENT | NA | Control |
| Codrick, Ryan, Marshall | I | VICE PRESIDENT | NA | Control |
| Codrick, Ryan, Marshall | I | VICE PRESIDENT | NA | Control |
| Codrick, Ryan, Marshall | I | VICE PRESIDENT | NA | Control |
| Codrick, Ryan, Marshall | I | VICE PRESIDENT | NA | Control |
| GONGAWARE, JASON, PHILLIP | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| GONGAWARE, JASON, PHILLIP | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| GONGAWARE, JASON, PHILLIP | I | VICE PRESIDENT | NA | Control |
| GONGAWARE, JASON, PHILLIP | I | VICE PRESIDENT | NA | Control |
| GONGAWARE, JASON, PHILLIP | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| GONGAWARE, JASON, PHILLIP | I | VICE PRESIDENT | NA | Control |
| Sagan, Shaun, Carl | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sagan, Shaun, Carl | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sagan, Shaun, Carl | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sagan, Shaun, Carl | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sagan, Shaun, Carl | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sagan, Shaun, Carl | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sagan, Shaun, Carl | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sagan, Shaun, Carl | I | CHIEF COMPLIANCE OFFICER | NA | |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CODRICK, JOSEPH, SCOTT | I | PRESIDENT | E | Control |
| ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C | |
| RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019 | DE | CO-TRUSTEE | C |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (1)
PA
Address
126 MATHEWS STREET, SUITE 1600GREENSBURG, PA 15601-6913
United States
Phone: (724)830-2600