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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CHAPEL HILL INVESTMENT ADVISORS

CHAPEL HILL INVESTMENT ADVISORS, LTD., CRD 118530

CHAPEL HILL, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12e11b7c-808c-0c22-2fc9-9f2a97bae351

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2012 to Jun 28, 2012
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $35.8MItem 5.F on the latest filing (2012-06-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $35.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 99
SEC number: 801-64616
CRD: 118530
Filings on the tape: 2
First filed: Mar 27, 2012
Latest filed: Jun 28, 2012
Organised: Limited Liability Company, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEEDY, CHARLES, DEAN	CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER	E	yes	10/2002	Mar 27, 2012	Jun 28, 2012
SOTELL, JAMES, RICHARD	DIRECTOR & SECRETARY	A	yes	05/2006	Mar 27, 2012	Jun 28, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COMPERIO RETIREMENT CONSULTING, INC.	n/a	Institutional manager	$2.0B	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 27, 2012	$35.8M	$35.4M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$35.8M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMPERIO RETIREMENT CONSULTING, INC.	2	Dec 31, 2015	Jun 13, 2006	CHAPEL HILL, NC	Team lift out	Other	100.0%

Relationships

Affiliated with (1)

→ COMPERIO RETIREMENT CONSULTING, INC.Registered adviserother investment adviser, LP sponsor
factForm ADV

Controls (2)

← LEEDY, CHARLES, DEANOwnerCHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 27, 2012 to presentfactForm ADV
← SOTELL, JAMES, RICHARDOwnerDIRECTOR & SECRETARY, ownership code A, individual
Mar 27, 2012 to presentfactForm ADV

Registered with (3)

← CHARLES DEAN LEEDYAdvisorregistration: previous registration
Jun 13, 2006 to Dec 31, 2015factForm ADV
← JAMES RICHARD SOTELLAdvisorregistration: previous registration
May 4, 2006 to Dec 31, 2015factForm ADV
← MALCOLM MCEACHERN TREVILLIANAdvisorregistration: previous registration
Jun 8, 2006 to Dec 8, 2009factForm ADV

Moved with (1)

→ COMPERIO RETIREMENT CONSULTING, INC.Registered adviser2 advisors, team lift out, same day
Dec 31, 2015 to Jun 13, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12e11b7c-808c-0c22-2fc9-9f2a97bae351
First observed: Mar 27, 2012
Last observed: Jun 28, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHAPEL HILL INVESTMENT ADVISORS

CHAPEL HILL INVESTMENT ADVISORS, LTD., CRD 118530

CHAPEL HILL, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12e11b7c-808c-0c22-2fc9-9f2a97bae351

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEEDY, CHARLES, DEAN

CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR & CHIEF COMPLIANCE OFFICER

yes

10/2002

Mar 27, 2012

Jun 28, 2012

SOTELL, JAMES, RICHARD

DIRECTOR & SECRETARY

yes

05/2006

Mar 27, 2012

Jun 28, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COMPERIO RETIREMENT CONSULTING, INC.

n/a

Institutional manager

$2.0B

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 27, 2012

$35.8M

$35.4M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$35.8M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMPERIO RETIREMENT CONSULTING, INC.

Dec 31, 2015

Jun 13, 2006

CHAPEL HILL, NC

Team lift out

Other

100.0%