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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CHAPEL HILL INVESTMENT ANALYSTS INC

CRD 109511

GREENSBURG, PA

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:db960604-4be3-e4c3-8b5d-520aa1063a96

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Nov 11, 2011 to Mar 18, 2026
18 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $436MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $436M
Private client RAUM: $436MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $145Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3,973
Individual clients: 1,408
High net worth clients: 3
SEC number: 801-57548
CRD: 109511
Filings on the tape: 18
First filed: Nov 11, 2011
Latest filed: Mar 18, 2026
Organised: Other (specify), PA
Website: chapelhillinvestment.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH SCOTT CODRICK	n/a	GREENSBURG, PA	24	42	n/a	no
Ryan Marshall Codrick	n/a	GREENSBURG, PA	8	22	n/a	no
Cameron Anthony Tobias	n/a	GREENSBURG, PA	6	10	n/a	no

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
Codrick, Alyssa, Ann	Director	Na	yes	01/2023	Mar 6, 2024	Mar 6, 2024
CODRICK, JOSEPH, SCOTT	President	Na	yes	04/2000	Nov 11, 2011	Mar 6, 2024
Codrick, Ryan, Marshall	VICE PRESIDENT	Na	yes	11/2018	Feb 6, 2020	Mar 6, 2024
ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019	CO-TRUSTEE	C	no	05/2019	Feb 6, 2020	Mar 6, 2024
RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019	CO-TRUSTEE	C	no	05/2019	Feb 6, 2020	Mar 6, 2024
Sagan, Shaun, Carl	CHIEF COMPLIANCE OFFICER	Na	no	01/2019	Mar 13, 2019	Mar 6, 2024

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
KEVIN MCCARTHY	n/a	n/a	n/a	N	no	n/a
NICK SENELLA	n/a	n/a	n/a	N	no	n/a
ROBERT A. LAUGHERTY	n/a	n/a	n/a	N	no	n/a
RYAN L. DANSAK	n/a	n/a	n/a	N	no	n/a
SCOTT O'HALEK	n/a	n/a	n/a	N	no	n/a
STEPHEN D. KEY	n/a	n/a	n/a	N	no	n/a
THOMAS N. GRANEY JR.	n/a	n/a	n/a	N	no	n/a
WESLEY YANG ESQ	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	no

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
2025	Mar 18, 2026	$436M	$436M	3	3	1	n/a	n/a
2024	Mar 14, 2025	$381M	$381M	3	3	1	n/a	n/a
2023	Mar 6, 2024	$323M	$323M	3	3	1	n/a	n/a
2022	Feb 3, 2023	$270M	$270M	3	3	0	n/a	n/a
2021	Feb 22, 2022	$289M	$289M	3	3	0	n/a	n/a
2020	Feb 23, 2021	$261M	$261M	3	3	0	n/a	n/a
2019	Feb 6, 2020	$198M	$198M	2	2	0	n/a	n/a
2018	Mar 13, 2019	$155M	$155M	2	2	0	n/a	n/a
2017	Feb 27, 2018	$161M	$161M	2	2	1	n/a	n/a
2016	Feb 16, 2017	$129M	$129M	2	2	n/a	n/a	n/a
2015	Feb 10, 2016	$114M	$114M	2	2	n/a	n/a	n/a
2014	Feb 4, 2015	$115M	$115M	2	2	n/a	n/a	n/a
2013	Mar 7, 2014	$105M	$105M	2	2	n/a	n/a	n/a
2012	Mar 6, 2013	$91.0M	$91.0M	2	2	n/a	n/a	n/a
2011	Mar 23, 2012	$90.2M	$90.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$436M	$381M	14.3%	$270M	17.4%	3	3	1	1

Relationships

Registered with (3)

← Cameron Anthony TobiasAdvisorregistration: current employment
Jul 21, 2020 to presentfactForm ADV
← Ryan Marshall CodrickAdvisorregistration: current employment
Sep 10, 2018 to presentfactForm ADV
← JOSEPH SCOTT CODRICKAdvisorregistration: current employment
Feb 20, 2002 to presentfactForm ADV

Controls (3)

← CODRICK, JOSEPH, SCOTTOwnerPRESIDENT, ownership code NA, individual
Nov 11, 2011 to Mar 6, 2024factForm ADV
← Codrick, Ryan, MarshallOwnerVICE PRESIDENT, ownership code NA, individual
Feb 6, 2020 to Mar 6, 2024factForm ADV
← Codrick, Alyssa, AnnOwnerDIRECTOR, ownership code NA, individual
Mar 6, 2024 to Mar 6, 2024factForm ADV

Owns (3)

← Sagan, Shaun, CarlOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 13, 2019 to Mar 6, 2024factForm ADV
← ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019OwnerCO-TRUSTEE, ownership code C, domestic entity
Feb 6, 2020 to Mar 6, 2024factForm ADV
← RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019OwnerCO-TRUSTEE, ownership code C, domestic entity
Feb 6, 2020 to Mar 6, 2024factForm ADV

Dated events

Occurred
Mar 6, 2024
Control person joined
Ann Alyssa Codrick (Director) appeared on Schedule A of Chapel Hill Investment Analysts Inc
Form ADVobserved 6 days ago
Occurred
Feb 6, 2020
Control person joined
Marshall Ryan Codrick (Vice President) appeared on Schedule A of Chapel Hill Investment Analysts Inc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db960604-4be3-e4c3-8b5d-520aa1063a96
First observed: Nov 11, 2011
Last observed: Mar 18, 2026 6 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 ANALYSTS INC

CRD 109511

GREENSBURG, PA

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:db960604-4be3-e4c3-8b5d-520aa1063a96

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH SCOTT CODRICK

n/a

GREENSBURG, PA

n/a

Ryan Marshall Codrick

n/a

GREENSBURG, PA

n/a

Cameron Anthony Tobias

n/a

GREENSBURG, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Codrick, Alyssa, Ann

Director

yes

01/2023

Mar 6, 2024

CODRICK, JOSEPH, SCOTT

President

yes

04/2000

Nov 11, 2011

Mar 6, 2024

Codrick, Ryan, Marshall

VICE PRESIDENT

yes

11/2018

Feb 6, 2020

Mar 6, 2024

ALYSSA A. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019

CO-TRUSTEE

05/2019

Feb 6, 2020

Mar 6, 2024

RYAN M. CODRICK FAMILY DYNASTY TRUST UA MAY 16, 2019

CO-TRUSTEE

05/2019

Feb 6, 2020

Mar 6, 2024

Sagan, Shaun, Carl

CHIEF COMPLIANCE OFFICER

01/2019

Mar 13, 2019

Mar 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KEVIN MCCARTHY

n/a

NICK SENELLA

n/a

ROBERT A. LAUGHERTY

n/a

RYAN L. DANSAK

n/a

SCOTT O'HALEK

n/a

STEPHEN D. KEY

n/a

THOMAS N. GRANEY JR.

n/a

WESLEY YANG ESQ

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$436M

n/a

2024

Mar 14, 2025

$381M

n/a

2023

Mar 6, 2024

$323M

n/a

2022

Feb 3, 2023

$270M

n/a

2021

Feb 22, 2022

$289M

n/a

2020

Feb 23, 2021

$261M

n/a

2019

Feb 6, 2020

$198M

n/a

2018

Mar 13, 2019

$155M

n/a

2017

Feb 27, 2018

$161M

n/a

2016

Feb 16, 2017

$129M

n/a

2015

Feb 10, 2016

$114M

n/a

2014

Feb 4, 2015

$115M

n/a

2013

Mar 7, 2014

$105M

n/a

2012

Mar 6, 2013

$91.0M

n/a

2011

Mar 23, 2012

$90.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$436M

$381M

14.3%

$270M

17.4%