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Chapman & Chapman Advisors LLC

Chapman & Chapman Advisors LLC. CRD 122655

C

CRD: 122655

Chapman & Chapman Advisors LLC

Chagrin Falls, OH, 44022
4402877603
www.chapmanadvisors.com
$145.6M Total AUM
$0 Disc. AUM
12.3% 3Y CAGR
3 Employees
270 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
PioneerCapital
Established Date
09-27-2002
Office Locations
1

Office Locations

33 River Street, Suite 3 Chagrin Falls OH

About Chapman & Chapman Advisors LLC

Chapman & Chapman Advisors is an independent, fiduciary RIA focused on multigenerational legacy planning, pairing portfolio management with life insurance and estate planning under one roof. The firm emphasizes wealth creation, income generation, and capital preservation, with clients approving each transaction and transparent fee-based (investments) / commission-based (insurance) compensation. Family-run since 1886.

Team overview

37 AVG AGE
$72.8M AVG AUM / ADVISOR
$539.2K AVG AUM / CLIENT
17.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Element vector Momentum ridge Vector zenith North wave

Client Personas

Horizon eagle Element

Custodian

Insight glacier Quantum

Investment Themes

Timber Wave Signal matrix Peak vector Value Bridge catalyst

Investment Vehicles

Beacon

Services

Oak Element vertex Timber element Capital Ember north Catalyst matrix Prime quantum

Technology

Crest beacon Crest

Owner & Executives

G

GEORGE BYRON CHAPMAN III

Chief Compliance Officer, Managing Member

CRD
#1170067
Ownership
75% or more
(986) 231-9738
crest.peak@vectorcapital.com
in linkedin.com/in/radial-signal
A

ASHLEY KING ROZSA

Investment Advisor Representative

CRD
#6446233
Ownership
10% but less than 25%
(409) 718-4251
pioneer.legacy@wavecapital.com
in linkedin.com/in/ridge-focus

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-04-2022
03-29-2023
03-12-2024
03-07-2025
03-13-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $145,584,757 $307,790
Total $145,584,757 $307,790

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Separately Managed Accounts

Total SMA Asset: $145,584,757

$145.6M Total SMA
Public Funds:
41.8%
Equity - Exchange:
14.3%
Cash:
43.9%
Asset class Assets Assets %
Public Funds $1,780,964,974 41.8%
Equity - Exchange $609,277,491 14.3%
Cash $1,870,439,291 43.9%
Total $4,260,681,756 100.0%

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