{
  "crd_number": 109511,
  "slug": "chapel-hill-investment-analysts-inc-greensburg-pa-109511",
  "primary_business_name": "CHAPEL HILL INVESTMENT ANALYSTS INC",
  "legal_name": "CHAPEL HILL INVESTMENT ANALYSTS INC",
  "dbas": [],
  "city": "Greensburg",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-06-06",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 435952707.0,
  "raum_discretionary": 435952707.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 407862366.0,
      "count": 1408
    },
    "high_net_worth_individuals": {
      "raum": 28090341.0,
      "count": 3
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://chapelhillinvestment.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109511",
  "city_as_filed": "GREENSBURG",
  "url": "https://advisorcensus.com/firm/chapel-hill-investment-analysts-inc-greensburg-pa-109511",
  "display_name": "Chapel Hill Investment Analysts Inc",
  "summary": "Chapel Hill Investment Analysts Inc is an SEC-registered investment advisory firm in Greensburg, PA, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Chapel Hill Investment Analysts Inc (CRD 109511): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Chapel Hill Investment Analysts Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chapel Hill Investment Analysts Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Chapel Hill Investment Analysts Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $550 an hour (additional administrative services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Chapel Hill Investment Analysts Inc located?",
      "a": "Chapel Hill Investment Analysts Inc's principal office is in Greensburg, PA, according to its Form ADV."
    },
    {
      "q": "Is Chapel Hill Investment Analysts Inc registered with the SEC or a state?",
      "a": "Chapel Hill Investment Analysts Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109511."
    },
    {
      "q": "How much does Chapel Hill Investment Analysts Inc manage?",
      "a": "Chapel Hill Investment Analysts Inc reports $435,952,707 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Chapel Hill Investment Analysts Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Chapel Hill Investment Analysts Inc: Regulatory assets under management: $261,074,968 in the October 2021 data and $435,952,707 in the October 2026 data, up 67%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Chapel Hill Investment Analysts Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,408); high net worth individuals (3)."
    },
    {
      "q": "Does Chapel Hill Investment Analysts Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109511"
    },
    {
      "q": "Does Chapel Hill Investment Analysts Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 says: \"We have no minimum investment amount requirement for our asset management services; however, we reserve the right to accept or decline any potential new client.\" \"We have no minimum investment requirement or account size to open an account. We reserve the right to accept or decline any potential new client.\""
    },
    {
      "q": "What changed in Chapel Hill Investment Analysts Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $381,356,846 to $435,952,707 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 261074968.0,
      "total_employees": 3,
      "filing_date": "2021-02-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 288677190.0,
      "total_employees": 3,
      "filing_date": "2022-02-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 269612392.0,
      "total_employees": 3,
      "filing_date": "2023-02-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 323217306.0,
      "total_employees": 3,
      "filing_date": "2024-03-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 381356846.0,
      "total_employees": 3,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 435952707.0,
      "total_employees": 3,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $381,356,846 to $435,952,707 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $550 an hour (additional administrative services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We have no minimum investment amount  requirement for our asset management services; however, we reserve the right to accept or decline any potential new client.",
          "We have no minimum investment requirement or account size to open an account. We reserve the right to accept or decline any potential new client."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $550 an hour (additional administrative services)"
        ],
        "quotes": [
          "Payment of these additional administrative fees will be processed in accordance with the hourly advisory fee of $550 per hour, as indicated in the Advisor’s Form ADV Part II."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 550.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "additional administrative services"
        }
      ]
    },
    "quotes": [
      "We have no minimum investment amount  requirement for our asset management services; however, we reserve the right to accept or decline any potential new client.",
      "We have no minimum investment requirement or account size to open an account. We reserve the right to accept or decline any potential new client.",
      "Payment of these additional administrative fees will be processed in accordance with the hourly advisory fee of $550 per hour, as indicated in the Advisor’s Form ADV Part II."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/chapel-hill-investment-analysts-inc-greensburg-pa-109511.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1408,
      "fewer_than_5": false,
      "raum": 407862366.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": false,
      "raum": 28090341.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109511",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}