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CHAPIN DAVIS ASSET MANAGEMENT

BALTIMORE, MD · CRD 28116 · IAPD ↗ · 410-435-3200

$642.8MRegulatory AUM
21Advisory reps
26Employees
2Clients
1-10Planning clients
0Private funds
16States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — CHAPIN DAVIS ASSET MANAGEMENT added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — CHAPIN DAVIS ASSET MANAGEMENT began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
April 2025 — CHAPIN DAVIS ASSET MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CHAPIN DAVIS ASSET MANAGEMENT shrank from 30 to 23 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — CHAPIN DAVIS ASSET MANAGEMENT added office(s): 9 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CHAPIN DAVIS ASSET MANAGEMENT crossed $500M in regulatory AUM ($417.4M -> $539.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2024 — CHAPIN DAVIS ASSET MANAGEMENT notice-filed in MA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — CHAPIN DAVIS ASSET MANAGEMENT added office(s): 3 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.