# Chapman & Chapman Advisors LLC

> 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.

- CRD: 122655
- Filed as: CHAPMAN & CHAPMAN ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chagrin Falls, OH
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122655
- AdvisorCensus page: https://advisorcensus.com/firm/chapman-and-chapman-advisors-llc-chagrin-falls-oh-122655

## Quick answers

**How is Chapman & Chapman Advisors LLC compensated?**
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.

**How much does Chapman & Chapman Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $300 to $500 an hour (Financial Planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Chapman & Chapman Advisors LLC located?**
Chapman & Chapman Advisors LLC's principal office is in Chagrin Falls, OH, according to its Form ADV.

**Is Chapman & Chapman Advisors LLC registered with the SEC or a state?**
Chapman & Chapman Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 122655.

**How much does Chapman & Chapman Advisors LLC manage?**
Chapman & Chapman Advisors LLC reports $145,584,757 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (0% discretionary).

**How have Chapman & Chapman Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Chapman & Chapman Advisors LLC serve?**
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).

**Which custodians does Chapman & Chapman Advisors LLC use?**
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.

**Does Chapman & Chapman Advisors LLC report any disciplinary disclosures?**
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

**What changed in Chapman & Chapman Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $130,890,017 to $145,584,757 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Hourly rate: $300 to $500 an hour (Financial Planning fees)

> Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $300 to $500 per hour, depending on the specific arrangement reached with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $145,584,757
- Discretionary: $0
- Non-discretionary: $145,584,757

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 266 | $133,666,354 |
| High net worth individuals | 2 | $10,970,606 |
| Charitable organizations | 1 | $67,023 |
| Corporations or other businesses not listed above | 1 | $880,774 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [chapmanadvisors.com](https://chapmanadvisors.com)
- Facebook @ChapmanandChapmanAdvisors
- LinkedIn @chapman-chapman-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $116,256,156 | 3 | April 28, 2021 |
| October 2022 | $131,760,244 | 3 | August 4, 2022 |
| October 2023 | $103,881,355 | 3 | March 29, 2023 |
| October 2024 | $114,598,529 | 3 | March 12, 2024 |
| October 2025 | $130,890,017 | 3 | March 7, 2025 |
| October 2026 | $145,584,757 | 3 | March 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $130,890,017 to $145,584,757 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chapman & Chapman Advisors LLC (CRD 122655): Form ADV filing data as of October 2026.