CRD: 109511
Chapel Hill Investment Analysts INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CapitalWave
- Established Date
- 06-06-2000
- Office Locations
- 2
Office Locations
About Chapel Hill Investment Analysts INC
Chapel Hill Investment Analysts, Inc. is a relationship-driven financial planning and money management firm focused on individuals and families. It builds personalized portfolios with risk/return-focused asset allocation and provides insurance, retirement, education, estate, and tax planning. Client assets are custodied at Charles Schwab, and managed account implementation leans heavily on ETFs.
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Owner & Executives
ALYSSA ANN CASH
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
JOSEPH SCOTT CODRICK
President
- CRD
- #1133513
- Ownership
- Less than 5%
Frontier fusion
Ridge zenith wave
- CRD
- #47620
- Ownership
- 15.5%
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Cameron Anthony Tobias
Investment Advisor Representative
- CRD
- #7279763
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $435,952,707 | $109,729 |
| Non-Discretionary | $0 | -- |
| Total | $435,952,707 | $109,729 |
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Separately Managed Accounts
Total SMA Asset: $435,952,707
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $341,860,051 | 18.8% |
| Equity - OTC | $165,474,812 | 9.1% |
| Public Funds | $449,145,919 | 24.7% |
| Cash | $440,053,896 | 24.2% |
| Corporate - Non-Investment Grade | $421,869,851 | 23.2% |
| Total | $1,818,404,529 | 100.0% |