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- Custodian
- Charles Schwab & Company · First Clearing · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-1991
- Office Locations
- 5
Office Locations
About Chapin, Davis
Baltimore-based Chapin Davis, founded in 1952, is the oldest full-service financial firm domiciled in Baltimore City. The firm combines traditional brokerage with holistic asset management and financial planning for retail and institutional clients, with portfolio construction focused on asset allocation and risk management using ETFs, mutual funds, and fixed income. Custody relationships include Charles Schwab and First Clearing.
Team overview
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Platform
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Owner & Executives
TALBOT JONES ALBERT IV
Chairman, Chairman Of The Board, Chief Executive Officer
- CRD
- #1620715
- Ownership
- 50% but less than 75%
ELISABETH ALBERT HAYES
DIRECTOR, Investment Advisor
- CRD
- #1824604
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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NANCY SOBKOWIAK BOO
Vice President
- CRD
- #1503601
MARY KALIOPE BRAUN
Director Of Development
- CRD
- #1006968
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $552,145,049 | $839,126 |
| Non-Discretionary | $90,643,891 | $749,123 |
| Total | $642,788,940 | $825,146 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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