Chapman & Chapman Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$144,636,960
Clients
268
Advisors
2
of 3 employees
About
The firm provides portfolio advisory and financial planning services to individual clients (including high-net-worth individuals), pension and profit-sharing plans, and small businesses, managing about $145.6 million across roughly 268 client accounts with two advisors. Advisory services are offered on a non-discretionary basis and the principals also offer life insurance products as a separately disclosed activity.
Investment advice centers on diversified, asset-allocation portfolios built primarily from passive exchange-traded index funds, exchange-traded notes, and no-load institutional mutual funds across equity, fixed income, and alternative sectors, supplemented by fundamental analysis and long-term holding strategies. Uncommonly for peers its size, the firm does not manage client assets on a discretionary basis—transactions are implemented only with client approval.
Noteworthy features include a multi-generation firm heritage dating back to the 19th century and senior ownership with multiple advanced professional designations, and a clear policy to avoid individual options, futures, private placements, leveraged funds, derivatives, and direct real estate investments. Client assets are custodied at an independent broker-dealer, the firm instructs the custodian to debit advisory fees (constructive custody), and the firm does not vote proxies on clients’ behalf; principals devote roughly 10% of their time to insurance services.
Client services
Expertise
Fee options
$1 - $500,000: 1.40% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.20% Over $2,000,000+: Negotiable
$300 to $500 per hour
Main office
33 River Street, Suite 3
Chagrin Falls OH 44022
Advisors at this office
2
Most active in
Florida · Michigan · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Quick links
Advisors at this firm
George C
Series 63, Series 65
Chagrin Falls, OH
Chapman & Chapman Advisors LLC
George Chapman III is a financial advisor with Chapman & Chapman Advisors LLC in Chagrin Falls, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Chapman & Chapman Advisors since 2002. Chapman & Chapman Advisors LLC serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investments and manages approximately $130.9 million in client assets on a non-discretionary basis.
Ashley R
Series 65
Chagrin Falls, OH
Chapman & Chapman Advisors LLC
Ashley Rozsa is a financial advisor at Chapman & Chapman Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Chapman & Chapman Advisors since 2014. Chapman & Chapman Advisors LLC serves individual clients, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investment instruments and manages approximately $130.9 million in client assets entirely on a non-discretionary basis.
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