A complete list of active advisors currently associated with Chapman Investment Management, LLC

Warmer can help you find a great advisor at Chapman Investment Management, LLC or one who fits your needs even better.

Chapman Investment Management provides discretionary portfolio management through separately managed accounts for individuals, trusts, estates and select institutional clients, including corporate pension plans, charitable foundations and academic endowments. Services cover taxable and retirement accounts and may include allocations to common and preferred stock, ADRs, corporate and municipal bonds, mutual funds, ETFs, REITs and cash equivalents. The firm’s investment approach is long‑term and multi‑cap with a relatively concentrated, long‑only portfolio construction that emphasizes fundamental research, valuation discipline, businesses with durable competitive advantages and shareholder‑oriented management. It typically maintains low turnover, accommodates client‑imposed written restrictions, and, when advising on retirement rollovers, operates under ERISA fiduciary standards and provides a written retirement advice disclosure. Distinctive features include managing roughly $200 million for about 62 clients while operating with a single senior investment professional, and serving both high‑net‑worth individuals and institutional entities — a scale and client mix that is uncommon for a one‑advisor supported firm. The firm generally does not allow client‑directed brokerage, recommends a single custodian and receives ancillary services from that custodian, does not charge performance‑based fees, and by default does not vote proxies for separately managed accounts; these operational choices are governed by the firm’s code of ethics and related policies.

To learn more about the advisors currently working at Chapman Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Chapman	San Anselmo, CA	29

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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support