Chapin, Davis

Overview

Chapin, Davis is a Broker Dealer and registered investment adviser based in Baltimore, MD, registered since 1991. It reports $643M in assets under management across 779 accounts, with 26 employees. Its 24 registered representatives work across 5 branch offices in 3 states.

Reported AUM

$643M

Discretionary

86%

Accounts

779

Average account

$825K

Employees

26

Registered reps

24

Branch offices

5

Registered since

1991

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Retirement/Pension Products
• Securities Underwriting
• 4 more

Executive officers 3 of 7

• Talbot Jones Albert IV Chairperson of the Board, Chief Executive Officer, Chairman of the Board CRD 1620715
• Michael Anthony Galantino President, Director CRD 1277218
• Ana Roumenova Carter Financial Principal CRD 4424794

4 more executive officers, with direct contact details

Registered reps 3 of 24

• Talbot Jones Albert IV Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1620715
• Mary Kaliope Braun Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1006968
• Thomas Allen Brubaker Registered Rep CRD 860338

21 more registered reps, with emails, phones and branch locations

Location

Headquarters

1411 Clarkview Rd
Baltimore, MD 21209

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Branch offices

5 in 3 states, including Bala Cynwyd, PA, Peoria, IL and Shavertown, PA

Registrations

• SEC registered, corporation formed in Maryland
• Registered in 51 jurisdictions
• Website: chapindavis.com

Every state, with registration dates

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