CHAPEL HILL INVESTMENT ADVISORS, LTD.
Legal name: CHAPEL HILL INVESTMENT ADVISORS
CRD #118530 SEC #801-64616 CHAPEL HILL, NC 919-401-3500
SEC Registered
Total AUM
$35.8M
Discretionary
$35.4M
Employees
1
Clients
1
Accounts
99
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 28, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER & DIRECTOR | D | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CCO, CIO, TREAS., DIR. | D | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CCO, CIO, TREAS., DIR. | D | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CCO, CIO, TREAS., DIR. | D | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR | D | Control |
| LEEDY, CHARLES, DEAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER | D | Control |
| TREVILLIAN, MALCOLM, MCEACHERN | I | PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | C | Control |
| TREVILLIAN, MALCOLM, MCEACHERN | I | PRESIDENT, SECRETARY, DIRECTOR | C | Control |
| TREVILLIAN, MALCOLM, MCEACHERN | I | PRESIDENT, SECRETARY, DIRECTOR | C | Control |
| TREVILLIAN, MALCOLM, MCEACHERN | I | PRESIDENT, SECRETARY, DIRECTOR | C | Control |
| TREVILLIAN, MALCOLM, MCEACHERN | I | PRESIDENT, SECRETARY, DIRECTOR | C | Control |
| TREVILLIAN, MALCOLM, MCEACHERN | I | PRESIDENT, DIRECTOR | C | Control |
| KOZIOL, STANLEY, CASPER | I | SHAREHOLDER | B | Control |
| KOZIOL, STANLEY, CASPER | I | SHAREHOLDER | B | Control |
| KOZIOL, STANLEY, CASPER | I | SHAREHOLDER | B | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| MORGAN, WAYNE, FORREST | I | DIRECTOR | A | Control |
| SOTELL, JAMES, RICHARD | I | DIRECTOR & SECRETARY | A | Control |
| SOTELL, JAMES, RICHARD | I | DIRECTOR & SECRETARY | A | Control |
| SOTELL, JAMES, RICHARD | I | DIRECTOR & SECRETARY | A | Control |
| SOTELL, JAMES, RICHARD | I | DIRECTOR & SECRETARY | A | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR | A | Control |
| SOTELL, JAMES, RICHARD | I | DIRECTOR & SECRETARY | A | Control |
| SOTELL, JAMES, RICHARD | I | DIRECTOR & SECRETARY | A | Control |
| SOTELL, JAMES, RICHARD | I | DIRECTOR & SECRETARY | A | Control |
Registrations
Federal
IA
Jun 28, 2012 REGISTERED
Notice Filings (3)
FL IL NC
Address
6320 QUADRANGLE DRIVESUITE 310
CHAPEL HILL, NC 27517
United States
Phone: 919-401-3500