CHAPIN DAVIS, INC
Legal name: CHAPIN DAVIS ASSET MANAGEMENT
CRD #28116 SEC #801-70987 BALTIMORE, MD 410-435-3200
SEC Registered Broker-Dealer Disclosures
Total AUM
$539.1M
Discretionary
$448.6M
Employees
30
Clients
1
Accounts
741
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $539.1M | $448.6M | $90.5M | 30 | 3 |
| Apr 2025 | $539.1M | $448.6M | $90.5M | 30 | 3 |
| Mar 2025 | $539.1M | $448.6M | $90.5M | 30 | 3 |
| May 2024 | $417.4M | $341.2M | $76.2M | 36 | 0 |
| Mar 2024 | $417.4M | $341.2M | $76.2M | 36 | 0 |
| Feb 2024 | $360M | $310.3M | $49.7M | 40 | 0 |
| Feb 2024 | $360M | $310.3M | $49.7M | 40 | 0 |
| Jan 2024 | $360M | $310.3M | $49.7M | 40 | 0 |
| Apr 2023 | $360M | $310.3M | $49.7M | 40 | 0 |
| Mar 2023 | $360M | $310.3M | $49.7M | 40 | 0 |
| Oct 2022 | $373.5M | $361.2M | $12.3M | 39 | 673 |
| Oct 2022 | $373.5M | $361.2M | $12.3M | 39 | 673 |
| Oct 2022 | $373.5M | $361.2M | $12.3M | 39 | 673 |
| Jun 2022 | $373.5M | $361.2M | $12.3M | 39 | 673 |
| Jun 2022 | $373.5M | $361.2M | $12.3M | 39 | 673 |
| Apr 2022 | $373.5M | $361.2M | $12.3M | 39 | 673 |
| Apr 2021 | $501.7M | $459.1M | $42.6M | 39 | 638 |
| Jul 2020 | $326.8M | $317.6M | $9.2M | 50 | 1,247 |
| Jun 2020 | $326.8M | $317.6M | $9.2M | 50 | 1,247 |
| Oct 2019 | $314.5M | $305.5M | $9M | 53 | 1,385 |
| Mar 2019 | $314.5M | $305.5M | $9M | 53 | 1,385 |
| Jan 2019 | $264M | $256.1M | $7.8M | 43 | 849 |
| Apr 2018 | $264M | $256.1M | $7.8M | 43 | 849 |
| Apr 2017 | $199.5M | $186.9M | $12.6M | 43 | 1 |
| Mar 2017 | $199.5M | $186.9M | $12.6M | 43 | 1 |
| Dec 2016 | $1B | $182.3M | $866M | 46 | 1 |
| Dec 2016 | $1B | $182.3M | $866M | 46 | 1 |
| Nov 2016 | $1B | $182.3M | $866M | 48 | 1 |
| Oct 2016 | $1B | $182.3M | $866M | 48 | 1 |
| Jun 2016 | $1B | $182.3M | $866M | 50 | 1 |
| Apr 2016 | $1B | $182.3M | $866M | 49 | 1 |
| Mar 2016 | $1B | $182.3M | $866M | 49 | 1 |
| Mar 2015 | $918.3M | $192.6M | $725.7M | 36 | 1 |
| Mar 2014 | $845.6M | $169.2M | $676.4M | 48 | 1 |
| May 2013 | $669.3M | $86M | $583.3M | 49 | 1 |
| Mar 2013 | $669.3M | $86M | $583.3M | 44 | 1 |
| Jul 2012 | $609.9M | $73M | $536.9M | 51 | 200 |
| Mar 2012 | $609.9M | $73M | $536.9M | 51 | 200 |
| Mar 2012 | $609.9M | $73M | $536.9M | 51 | 200 |
| Nov 2011 | $59M | $59M | $0 | 51 | 101 |
| Jun 2011 | $59M | $59M | $0 | 51 | -- |
| Mar 2011 | $59M | $59M | $0 | 51 | -- |
| Mar 2011 | $59M | $59M | $0 | 51 | -- |
DateSep 2025
Total AUM$539.1M
Discretionary$448.6M
Non-Disc.$90.5M
Employees30
Clients3
DateApr 2025
Total AUM$539.1M
Discretionary$448.6M
Non-Disc.$90.5M
Employees30
Clients3
DateMar 2025
Total AUM$539.1M
Discretionary$448.6M
Non-Disc.$90.5M
Employees30
Clients3
DateMay 2024
Total AUM$417.4M
Discretionary$341.2M
Non-Disc.$76.2M
Employees36
Clients0
DateMar 2024
Total AUM$417.4M
Discretionary$341.2M
Non-Disc.$76.2M
Employees36
Clients0
DateFeb 2024
Total AUM$360M
Discretionary$310.3M
Non-Disc.$49.7M
Employees40
Clients0
DateFeb 2024
Total AUM$360M
Discretionary$310.3M
Non-Disc.$49.7M
Employees40
Clients0
DateJan 2024
Total AUM$360M
Discretionary$310.3M
Non-Disc.$49.7M
Employees40
Clients0
DateApr 2023
Total AUM$360M
Discretionary$310.3M
Non-Disc.$49.7M
Employees40
Clients0
DateMar 2023
Total AUM$360M
Discretionary$310.3M
Non-Disc.$49.7M
Employees40
Clients0
DateOct 2022
Total AUM$373.5M
Discretionary$361.2M
Non-Disc.$12.3M
Employees39
Clients673
DateOct 2022
Total AUM$373.5M
Discretionary$361.2M
Non-Disc.$12.3M
Employees39
Clients673
DateOct 2022
Total AUM$373.5M
Discretionary$361.2M
Non-Disc.$12.3M
Employees39
Clients673
DateJun 2022
Total AUM$373.5M
Discretionary$361.2M
Non-Disc.$12.3M
Employees39
Clients673
DateJun 2022
Total AUM$373.5M
Discretionary$361.2M
Non-Disc.$12.3M
Employees39
Clients673
DateApr 2022
Total AUM$373.5M
Discretionary$361.2M
Non-Disc.$12.3M
Employees39
Clients673
DateApr 2021
Total AUM$501.7M
Discretionary$459.1M
Non-Disc.$42.6M
Employees39
Clients638
DateJul 2020
Total AUM$326.8M
Discretionary$317.6M
Non-Disc.$9.2M
Employees50
Clients1,247
DateJun 2020
Total AUM$326.8M
Discretionary$317.6M
Non-Disc.$9.2M
Employees50
Clients1,247
DateOct 2019
Total AUM$314.5M
Discretionary$305.5M
Non-Disc.$9M
Employees53
Clients1,385
DateMar 2019
Total AUM$314.5M
Discretionary$305.5M
Non-Disc.$9M
Employees53
Clients1,385
DateJan 2019
Total AUM$264M
Discretionary$256.1M
Non-Disc.$7.8M
Employees43
Clients849
DateApr 2018
Total AUM$264M
Discretionary$256.1M
Non-Disc.$7.8M
Employees43
Clients849
DateApr 2017
Total AUM$199.5M
Discretionary$186.9M
Non-Disc.$12.6M
Employees43
Clients1
DateMar 2017
Total AUM$199.5M
Discretionary$186.9M
Non-Disc.$12.6M
Employees43
Clients1
DateDec 2016
Total AUM$1B
Discretionary$182.3M
Non-Disc.$866M
Employees46
Clients1
DateDec 2016
Total AUM$1B
Discretionary$182.3M
Non-Disc.$866M
Employees46
Clients1
DateNov 2016
Total AUM$1B
Discretionary$182.3M
Non-Disc.$866M
Employees48
Clients1
DateOct 2016
Total AUM$1B
Discretionary$182.3M
Non-Disc.$866M
Employees48
Clients1
DateJun 2016
Total AUM$1B
Discretionary$182.3M
Non-Disc.$866M
Employees50
Clients1
DateApr 2016
Total AUM$1B
Discretionary$182.3M
Non-Disc.$866M
Employees49
Clients1
DateMar 2016
Total AUM$1B
Discretionary$182.3M
Non-Disc.$866M
Employees49
Clients1
DateMar 2015
Total AUM$918.3M
Discretionary$192.6M
Non-Disc.$725.7M
Employees36
Clients1
DateMar 2014
Total AUM$845.6M
Discretionary$169.2M
Non-Disc.$676.4M
Employees48
Clients1
DateMay 2013
Total AUM$669.3M
Discretionary$86M
Non-Disc.$583.3M
Employees49
Clients1
DateMar 2013
Total AUM$669.3M
Discretionary$86M
Non-Disc.$583.3M
Employees44
Clients1
DateJul 2012
Total AUM$609.9M
Discretionary$73M
Non-Disc.$536.9M
Employees51
Clients200
DateMar 2012
Total AUM$609.9M
Discretionary$73M
Non-Disc.$536.9M
Employees51
Clients200
DateMar 2012
Total AUM$609.9M
Discretionary$73M
Non-Disc.$536.9M
Employees51
Clients200
DateNov 2011
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees51
Clients101
DateJun 2011
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees51
Clients--