SourcingSourcing

CHAPIN DAVIS, INC

C48
CRD 28116·SEC 801-70987·BALTIMORE, MD
AUM
$642.8M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHAPIN DAVIS, INC
CRD
28116
SEC file #
801-70987
EIN
521715615
DBA names
Chapin Davis Asset Management

Economics

AUM
$642.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$314.5M → $642.8M▲ +104%
Client mix
Individuals Other524
Individuals High Net Worth19
Corporations7
Pension Profit Sharing Plans5

Operations

Employees (total)
26
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
36 advisors → 21 advisors▼ -42%
Primary office
BALTIMORE MD
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/21/2026
ADV-W filed at
—
Website
linkedin.com/company/chapin-davis/mycompany(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALBERT, TALBOT JONES IV
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
ALBERT, TALBOT JONES IV
HAYES, ELISABETH ALBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:chapindavis.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
129,438
Form 5500 Compensation Trajectory 3y
2025129,438
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
129,438
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000872098
Edgar Registered
Yes
Edgar Filing Count
42
Edgar First Filing Date
2002-02-26
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0000872098-26-000004
Edgar Former Names
PATAPSCO SECURITIES INC.
PATAPSCO SECURITIES INC /BD

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3659
Soi Zip Pct 200k Plus
0.1521
Soi Zip Returns 200k Plus
1900
Soi Zip Total AGI
1,947,364
Fdic Zip Total Deposits
10,585,296,000
Fdic Zip Branch Count
139
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
25
Bc Firm Active IA Count
20
Bc Firm IAR Count
25
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
1411 CLARKVIEW ROADBALTIMORE, MD 21209
Business
1411 CLARKVIEW ROADBALTIMORE, MD 21209
Edgar EIN
521715615
Edgar Recent Filings
13F-HR2026-04-21 · 0000872098-26-000004
X-17A-52026-04-14 · 0000872098-26-000003
Fdic Zip Branches Raw
Household Bank, FSBBaltimore, MD
The First National Bank of MarylandBaltimore, MD
Fdic Zip HHI
1759.71
Fdic Zip Top Bank Share Pct
30.91
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,407
Returns2,720
Stub 2
AGI77,458
Returns2,080
Stub 3
AGI115,096
Returns1,860
Soi Zip Total Business Income
64,877
Soi Zip Total Cap Gains
149,936
Soi Zip Total Dividends
62,818
Soi Zip Total Returns
12,490
Top Owner CRD
1620715
Trust Company Affiliate
No

People (25)

25
ALBERT, TALBOT JONES IV
IAR · Direct Owner · 62.5%
1620715
HAYES, ELISABETH ALBERT
IAR · Direct Owner · 17.5%
1824604
MURRAY, KEITH LAWRENCE
IAR · Executive Officer · 2.5%
2726392
GALANTINO, MICHAEL, ANTHONY
IAR · Executive Officer · 2.5%
1277218
KAEHLER, ROBERT JAMES
IAR · Executive Officer · 2.5%
2858149
BRUBAKER, THOMAS ALLEN
IAR · Executive Officer · 2.5%
860338
CARTER, ANA R
IAR · Executive Officer · 2.5%
4424794
NANCY SOBKOWIAK BOO
IAR
1503601
LUKE TIMOTHY SMITH
IAR
1045496
MARY KALIOPE BRAUN
IAR
1006968
GEORGE THOMAS GREWE
IAR
2485495
STEVEN ALLAN KURZWEIL
IAR
4159732
SCICCHITANO, CAROL
IAR
1703075
JAMES STUART HALLE
IAR
2294040
WILLIAM JAMES PEARCE
IAR
1225949
JEFFREY MARK GOLDMAN
IAR
2493183
JOHN STUART CRAIN
IAR
2748785
MICHAEL ED REYNOLDS
IAR
4423775
JOHN NORMAN OLIVER
IAR
2026616
Daryl Eugene Surber
IAR
7700708
Adrianna Marie Camiolo
IAR
7655432
DAWN GWEN WEBER
IAR
4281923
FRANCIS ALEXANDER FRISCH
IAR
2746171
CRAIG BENTLEY DIAMOND
IAR
2541059
Scott John Seidl
IAR
1474159