$200.1M Total AUM
$200.1M Disc. AUM
6.9% 3Y CAGR
1 Employees
62 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- MatrixFrontier oak
- Established Date
- 04-29-2013
- Office Locations
- 1
Office Locations
-- SAN Anselmo CA
About Chapman Investment Management, LLC
Chapman Investment Management, LLC is an owner-led RIA in San Anselmo, CA serving retail and institutional clients, including athletes, entrepreneurs, and business owners. It provides discretionary portfolio management and financial planning, emphasizing asset allocation and risk management. Portfolios are predominantly ETF-based with a sleeve of U.S. government/agency fixed income, and are custodied at Schwab.
Team overview
63 AVG AGE
$200.1M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Focus delta Alpha Horizon
Client Personas
Ridge Catalyst Horizon
Custodian
Delta
Investment Themes
Crest Frontier
Investment Vehicles
Vector catalyst
Services
Meridian Optima Catalyst Bridge Horizon oak
Technology
Oak Atlas vital
Owner & Executives
S
SCOTT ANDREW CHAPMAN
Chief Compliance Officer, Chief Executive Officer, Portfolio Manager
- CRD
- #3175257
- Ownership
- 75% or more
(325) 487-5421
zenith.pathway@bridgecapital.com
in linkedin.com/in/beacon-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,089,304 | $3,176,021 |
| Non-Discretionary | $0 | -- |
| Total | $200,089,304 | $3,176,021 |
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Separately Managed Accounts
Total SMA Asset: $200,089,304
Equity - Exchange:
46.0% U.S. Government/Agency:
10.3% Cash:
43.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,150,823,630 | 46.0% |
| U.S. Government/Agency | $705,510,509 | 10.3% |
| Cash | $2,993,282,449 | 43.7% |
| Total | $6,849,616,588 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ALPHA | MERIDIAN BRIDGE | 0EYCG05HI | ZRFDA | 2.05% | $9,752,016 |
| SIGNAL NORTH | NORTH ZENITH | 46PF6AN5P | JOMEM | 8.72% | $65,145,159 |
| DELTA SIGNAL | GLACIER EAGLE | CFHAFKGA7 | AZZDE | 4.33% | $1,389,687 |
| EAGLE CAPITAL | TIMBER HARBOR | QQDHR2F3W | NUU | 3.88% | $81,453,864 |
| DELTA OAK | CATALYST VECTOR | ZKO754Y8A | OEIHY | 7.11% | $15,693,369 |
| RADIAL PEAK | MERIDIAN BEACON | HLEDOJ3J3 | MMO | 3.01% | $36,867,502 |
| TIMBER CAPITAL PIONEER | RADIAL CATALYST | PYMM1RT12 | BRQ | 4.13% | $35,930,244 |
| NORTH FUSION FOCUS | LEGACY INSIGHT | WFFJ3WEOU | KLC | 5.03% | $108,897,749 |