Chapel Hill Investment Advisors, Ltd. (Chapel Hill)

Name: Chapel Hill Investment Advisors, Ltd.
Address: 6320 Quadrangle Drive, Chapel Hill, NC, 27517
Telephone: 919-401-3500

Chapel Hill Investment Advisors, Ltd. is an adviser based in Chapel Hill. It manages $35.75 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.

Chapel Hill Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chapel Hill Investment Advisors: assets under management

The assets under management (AUM) of Chapel Hill Investment Advisors, Ltd. is $35.75 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.35 million in discretionary accounts and $400 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $384.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $57.14 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chapel Hill Investment Advisors, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Chapel Hill Investment Advisors, Ltd.

Wayne Forrest Morgan has been acting as President since 1 Jan 2004. James Richard Sotell joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Dean Leedy	Chairman, cco, cio, treas., dir.	1 Oct 2002	50% - 75%	1012440
Stanley Casper Koziol	Shareholder	1 Oct 2002	Other	1803365
Malcolm Mceachern Trevillian	President, secretary, director	1 Jan 2004	25% - 50%	1001676
Wayne Forrest Morgan	Director	1 Jan 2004	Other	1294737
James Richard Sotell	Managing director	1 May 2006	Other	1983050

Based in Chapel Hill

The principal office where Chapel Hill Investment Advisors, Ltd. performs its advisory services is located at 6320 Quadrangle Drive, Chapel Hill, NC 27517, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-401-3500 or by fax 919-401-3501. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at chapelhilladvisors.com.