Chapel Hill Investment Analysts Inc logo

Chapel Hill Investment Analysts Inc

Updated today
Find your advisor

Client assets under management

$435,952,707

Clients

1,411

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

470

Very High

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

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

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

More info

Pennsylvania

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (724)830-2600

Advisors at this firm

Scroll left Scroll right
user avatar

Ryan C

Series 65

Greensburg, PA

Chapel Hill Investment Analysts Inc

Ryan Codrick is a financial advisor at Chapel Hill Investment Analysts, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been with Chapel Hill Investment Analysts since 2013. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning and portfolio management, including retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach focused on diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.

General retirement planning Cash flow / budgeting Founder/Business Owner
user avatar

Joseph C

Series 63

Greensburg, PA

Chapel Hill Investment Analysts Inc

Joseph Codrick is a financial advisor with Chapel Hill Investment Analysts Inc in Greensburg, PA, holding a Series 63 designation and 24 years of industry experience. He has been with Chapel Hill Investment Analysts and Trustmark Financial Group, Inc. since 2000. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, and related services. The firm employs a core-portfolio approach emphasizing diversified allocations to ETFs and mutual funds, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.

General retirement planning Cash flow / budgeting Founder/Business Owner
user avatar

Cameron T

Series 65

Greensburg, PA

Chapel Hill Investment Analysts Inc

Cameron Tobias is a financial advisor with Chapel Hill Investment Analysts Inc. He holds a Series 65 designation and has five years of industry experience. Prior to joining the firm, he worked in the automotive sector at Acent Auto and Malinish Auto Wrecking. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach with diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with accounting firms, law firms, and insurance providers.

General retirement planning Cash flow / budgeting Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")