Chapel Hill Investment Analysts Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$0+: 0.95% annually for all accounts except fixed-income option $0+: 0.40% annually for fixed-income accounts
$550 per hour for administrative services not included in advisory fee.
Main office
460 Mathews Street, Suite 2100
Greensburg PA 15601
Advisors at this office
3
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan C
Series 65
Greensburg, PA
Chapel Hill Investment Analysts Inc
Ryan Codrick is a Series 65-licensed advisor at Chapel Hill Investment Analysts Inc with 8 years of industry experience. He has been with the firm since 2013. Chapel Hill Investment Analysts is an SEC-registered advisory firm serving individuals, businesses, trusts, and pension plans, managing over $400 million for approximately 1,411 clients. The firm combines a core, diversified allocation of ETFs and mutual funds with an actively traded equity sleeve and offers volatility-based portfolios, managing most accounts on a discretionary basis.
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.
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.
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