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Chapel Hill Investment Analysts Inc

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Total assets under management

$435,952,707

Total clients

1,411

0% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

470

Average account size

$308,967

About

Chapel Hill Investment Analysts is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), businesses, trusts and pension plans and manages over $400 million for roughly 1,411 clients. With three advisers on staff, the firm operates at a notably high client‑to‑advisor ratio and provides tailored financial planning, asset management, retirement planning, education funding, estate planning support, and the sale of insurance products.

The firm’s investment approach centers on a core, diversified allocation of ETFs and mutual funds to limit single‑issuer concentration, complemented by a smaller, actively traded equity sleeve for opportunistic exposure; clients may also select volatility‑based portfolios including a fixed‑income “No Volatility” option. Chapel Hill generally manages accounts on a discretionary basis, executes trades through Charles Schwab as its exclusive custodian, and may utilize third‑party money managers for select mandates.

Distinctive aspects of the firm include formal, disclosed relationships with accounting firms (including fee‑sharing and solicitor arrangements with Graney & Company and DeBlasio & DeBlasio), partnerships with law firms that provide estate‑planning documents (where CHIA assists in delivery and receives pre‑approved flat fees), and multiple insurance‑brokerage relationships plus an asset‑management arrangement involving Nationwide. Those integrated referral and compensation arrangements, along with the firm’s high client load per adviser and active involvement in insurance product placement, are less common among similarly sized supported RIAs and are identified in the brochure as potential conflicts that clients can mitigate by comparing outside providers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0+: 0.95% annually for all accounts except fixed-income option $0+: 0.40% annually for fixed-income accounts

Project-based

$550 per hour for administrative services not included in advisory fee.

Main office location

Chapel Hill Investment Analysts Inc

126 Mathews Street, Suite 1600

Greensburg PA 15601-6913, United States

Number of offices

2

Most active in

Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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