Chapel Hill Investment Analysts Inc
- Regulatory AUM
- $436M
- Discretionary
- $436M
- Clients
- 1,411
- Avg AUM / client
- $309K
- Accounts
- 3,973
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,408 | $408M | 93.6% |
| High net worth individuals | 3 | $28.1M | 6.44% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Atlantic Medical Management, Llc 401(k) Profit Sharing Plan Atlantic Medical Management, Llc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Scott Codrick | President | Apr 2000 (26y) | Less than 5% | |
| Ryan Marshall Codrick | Vice President | Sep 2018 (8y) | Less than 5% | |
| Sagan, Shaun, Carl | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% | |
| Codrick, Alyssa, Ann | Director | Jan 2023 (4y) | Less than 5% | |
| Cameron Anthony Tobias | Registered representative | Jul 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ryan M. Codrick Family Dynasty Trust Ua May 16, 2019 | Co Trustee | May 2019 | A | 25% – 50% |
| Alyssa A. Codrick Family Dynasty Trust Ua May 16, 2019 | Co Trustee | May 2019 | A | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Atlantic Medical Management, Llc 401(k) Profit Sharing Plan | Atlantic Medical Management, Llc | 307 | $14.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗