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

Clients

Accounts

741

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Corporation
State of Formation: Maryland
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 4, 2025
Branch Offices: 12

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOUDREAUX, CLAUDETTE LOUISE	I	DIRECTOR	NA
BOYCE, JOHN C G JR	I	DIRECTOR	NA
BOYCE, JOHN C G JR	I	DIRECTOR	NA
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRIGGS, RICHARD RAYMOND	I	CCO	NA	Control
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA	Control
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA	Control
BRUBAKER, THOMAS ALLEN	I	DIRECTOR	NA	Control
CARTER, ANA ROUMENOVA	I	FINANCIAL PRINCIPAL	NA
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	NA	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	NA	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	NA	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	NA	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT/DIRECTOR	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT/DIRECTOR	NA	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT/DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
GOODMAN, KEVIN ROBERT	I	DIRECTOR	NA	Control
KAEHLER, ROBERT JAMES	I	CCO	NA	Control
KAEHLER, ROBERT JAMES	I	CCO	NA	Control
KAEHLER, ROBERT JAMES	I	CCO	NA	Control
KAEHLER, ROBERT JAMES	I	CCO	NA	Control
KAEHLER, ROBERT JAMES	I	CCO	NA	Control
KAEHLER, ROBERT JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
KAEHLER, ROBERT JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
KAEHLER, ROBERT JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
KISER, RANDY ALLEN	I	CCO	NA	Control
KISER, RANDY ALLEN	I	CCO	NA	Control
KISER, RANDY ALLEN	I	CCO	NA	Control
KISER, RANDY ALLEN	I	CCO	NA	Control
MARRONE, MICHAEL THOMAS	I	FINANCIAL PRINCIPAL	NA	Control
MARRONE, MICHAEL THOMAS	I	FINANCIAL PRINCIPAL	NA	Control
MARRONE, MICHAEL THOMAS	I	FINANCIAL PRINCIPAL	NA	Control
MARRONE, MICHAEL THOMAS	I	FINANCIAL PRINCIPAL	NA	Control
MARRONE, MICHAEL THOMAS	I	FINANCIAL PRINCIPAL	NA
MOFFIT, LEIGH FRED JR	I	DIRECTOR/CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	DIRECTOR/CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	DIRECTOR/CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	DIRECTOR/CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	DIRECTOR/CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	DIRECTOR/CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	DIRECTOR/CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL AND CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL AND CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL AND CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL OPERATIONS PRINCIPAL AND CFO	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA	Control
MOFFIT, LEIGH FRED JR	I	FINANCIAL PRINCIPAL	NA	Control
MURRAY, KEITH LAWRENCE	I	DIRECTOR	NA	Control
MURRAY, KEITH LAWRENCE	I	DIRECTOR	NA	Control
MURRAY, KEITH LAWRENCE	I	DIRECTOR	NA	Control
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
THIBEAULT, THOMAS NELSON	I	DIRECTOR	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
TUCKER, CLARK BOMAR	I	FINANCIAL PRINCIPAL	NA
WHITESCARVER, WILLIAM WARREN	I	DIRECTOR	NA	Control
WHITESCARVER, WILLIAM WARREN	I	DIRECTOR	NA	Control
WHITESCARVER, WILLIAM WARREN	I	DIRECTOR	NA	Control
WHITESCARVER, WILLIAM WARREN	I	DIRECTOR	NA	Control
WHITESCARVER, WILLIAM WARREN	I	DIRECTOR	NA	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO AND CCO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CCO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD, CEO	D	Control
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C	Control
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C	Control
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C	Control
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C	Control
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C	Control
DAVIS, HAMILTON CHACE JR	I	RETIRED DIRECTOR	C	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	C
HAYES, ELISABETH ALBERT	I	DIRECTOR	C
HAYES, ELISABETH ALBERT	I	DIRECTOR	C
HAYES, ELISABETH ALBERT	I	DIRECTOR	C
HAYES, ELISABETH ALBERT	I	DIRECTOR	C
HAYES, ELISABETH ALBERT	I	DIRECTOR	C
HAYES, ELISABETH ALBERT	I	DIRECTOR	C
ALBERT, TALBOT JONES IV	I	DIRECTOR/SECRETARY/CEO	B	Control
ALBERT, TALBOT JONES IV	I	DIRECTOR/SECRETARY/CEO	B	Control
ALBERT, TALBOT JONES IV	I	DIRECTOR/SECRETARY/CEO	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN/SECRETARY	B	Control
ALBERT, TALBOT JONES IV	I	DIRECTOR/SECRETARY/CEO	B	Control
ALBERT, TALBOT JONES IV	I	DIRECTOR/SECRETARY/CEO	B	Control
ALBERT, TALBOT JONES IV	I	DIRECTOR/SECRETARY/CEO	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN/SECRETARY	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN/SECRETARY	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN/SECRETARY	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN/SECRETARY	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CEO/PRESIDENT/DIRECTOR	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD AND CEO	B	Control
ALBERT, TALBOT JONES IV	I	CHAIRMAN OF THE BOARD	B	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER	B	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER	B	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER	B	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER	B	Control
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
COSTA, MARY GALE	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
DAVIS, HAMILTON CHACE JR	I	SHAREHOLDER	B
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	B	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	B	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	B	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	B	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	B	Control
ELLIOTT, STEPHANIE N	I	PRESIDENT & CEO	B	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR	B
HAYES, ELISABETH ALBERT	I	DIRECTOR/SHAREHOLDER	B	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR/SHAREHOLDER	B	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR/SHAREHOLDER	B	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CEO	A	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CEO	A	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CEO	A	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CEO	A	Control
ALDERMAN, ROBERT BRUCE JR	I	PRESIDENT/DIRECTOR/CEO	A	Control
ALDERMAN, ROBERT BRUCE JR	I	DIRECTOR/CFO	A	Control
ALDERMAN, ROBERT BRUCE JR	I	DIRECTOR/CFO	A	Control
ALDERMAN, ROBERT BRUCE JR	I	DIRECTOR/CFO	A	Control
ALDERMAN, ROBERT BRUCE JR	I	DIRECTOR/CFO	A	Control
GALANTINO, MICHAEL ANTHONY	I	PRESIDENT	A	Control
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HALLE, JAMES STUART	I	SHAREHOLDER	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A	Control
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
HAYES, ELISABETH ALBERT	I	DIRECTOR	A
WHITESCARVER, CONRADT BOYCE	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A
WHITESCARVER, WILLIAM WARREN	I	SHAREHOLDER	A

Registrations

Federal

Sep 4, 2025 REGISTERED

Notice Filings (28)

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