{
  "crd_number": 122655,
  "slug": "chapman-and-chapman-advisors-llc-chagrin-falls-oh-122655",
  "primary_business_name": "CHAPMAN & CHAPMAN ADVISORS LLC",
  "legal_name": "CHAPMAN & CHAPMAN ADVISORS LLC",
  "dbas": [],
  "city": "Chagrin Falls",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-28",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 145584757.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 145584757.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 67023.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 133666354.0,
      "count": 266
    },
    "high_net_worth_individuals": {
      "raum": 10970606.0,
      "count": 2,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 880774.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MI",
    "OH",
    "TX"
  ],
  "websites": [
    "https://chapmanadvisors.com",
    "https://facebook.com/ChapmanandChapmanAdvisors",
    "https://linkedin.com/company/chapman-chapman-advisors-llc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122655",
  "city_as_filed": "CHAGRIN FALLS",
  "url": "https://advisorcensus.com/firm/chapman-and-chapman-advisors-llc-chagrin-falls-oh-122655",
  "display_name": "Chapman & Chapman Advisors LLC",
  "summary": "Chapman & Chapman Advisors LLC is an SEC-registered investment advisory firm in Chagrin Falls, OH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.",
  "citation": "AdvisorCensus. Chapman & Chapman Advisors LLC (CRD 122655): 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"
  ],
  "quick_answers": [
    {
      "q": "How is Chapman & Chapman Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chapman & Chapman Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Chapman & Chapman Advisors LLC located?",
      "a": "Chapman & Chapman Advisors LLC's principal office is in Chagrin Falls, OH, according to its Form ADV."
    },
    {
      "q": "Is Chapman & Chapman Advisors LLC registered with the SEC or a state?",
      "a": "Chapman & Chapman Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 122655."
    },
    {
      "q": "How much does Chapman & Chapman Advisors LLC manage?",
      "a": "Chapman & Chapman Advisors LLC reports $145,584,757 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (0% discretionary)."
    },
    {
      "q": "How have Chapman & Chapman Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Chapman & Chapman Advisors LLC: Regulatory assets under management: $116,256,156 in the October 2021 data and $145,584,757 in the October 2026 data, up 25%. 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 Chapman & Chapman Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (266); high net worth individuals (2); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Chapman & Chapman Advisors LLC use?",
      "a": "Chapman & Chapman Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Chapman & Chapman Advisors LLC 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/122655"
    },
    {
      "q": "What changed in Chapman & Chapman Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $130,890,017 to $145,584,757 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 116256156.0,
      "total_employees": 3,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 131760244.0,
      "total_employees": 3,
      "filing_date": "2022-08-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 103881355.0,
      "total_employees": 3,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 114598529.0,
      "total_employees": 3,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 130890017.0,
      "total_employees": 3,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 145584757.0,
      "total_employees": 3,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $130,890,017 to $145,584,757 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/chapman-and-chapman-advisors-llc-chagrin-falls-oh-122655.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 266,
      "fewer_than_5": false,
      "raum": 133666354.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 10970606.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 67023.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 880774.0
    }
  ],
  "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/122655",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}