Chapin Davis, Inc.
Chapin Davis, Inc. is a Baltimore-based financial services firm founded in 1952. It is the oldest full-service financial firm headquartered in Baltimore City. Registered with the SEC as both an investment adviser and broker-dealer, the firm provides a comprehensive suite of services, including investment portfolio management, financial planning, retirement plans, and asset management. Chapin Davis serves individuals (including high net worth individuals), corporations, trusts, retirement accounts, and other institutions, with a focus on individualized customer service and holistic financial solutions. The company employs between 25 and 50 people and is led by Principal Owner Talbot Jones Albert IV.
Investment Strategy
Chapin Davis offers customized investment solutions, accepting full discretionary authority to manage client portfolios or providing advice on a non-discretionary basis. Their strategy involves asset allocation, due diligence and selection of investments across equities, fixed income, ETFs, mutual funds, options, and money market instruments. The firm emphasizes risk management, portfolio rebalancing, and individualized guidance according to each client’s objectives and restrictions. Chapin Davis also provides comprehensive financial planning, including estate and personal financial reviews, utilizing both active and passive portfolio management techniques to achieve client goals.
Top Holdings
Equity Positions (243)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.23% | $25.4M | 99,651 | $133.46 | $254.63 | +$4.5M |
N NVDA | NVIDIA CORPORATION | 4.50% | $18.3M | 98,217 | $69.80 | $186.58 | +$6.4M |
M MSFT | MICROSOFT CORP | 4.16% | $16.9M | 32,693 | $264.63 | $517.95 | +$982.8K |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.26% | $13.3M | 72,801 | $82.03 | $182.42 | +$1.7M |
A AVGO | BROADCOM INC | 2.60% | $10.6M | 32,141 | $205.07 | $329.91 | +$3.6M |