← Back to searchVisit website
CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655 · SEC 801-121327
33 RIVER STREET, SUITE 3, CHAGRIN FALLS, OH, 44022, United States
Phone
440-287-7603
Fax
330-405-3803
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.6M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $133.7M |
| High net worth individuals | 2 | $11.0M |
| Charitable organizations | 1 | $67K |
| Corporations/business entities | 1 | $881K |
States served
MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD