Chapel Hill Investment Advisors, Ltd. is an adviser based in Chapel Hill. It manages $35.75 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.
Chapel Hill Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chapel Hill Investment Advisors, Ltd. is $35.75 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chapel Hill Investment Advisors, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Wayne Forrest Morgan has been acting as President since 1 Jan 2004. James Richard Sotell joined the executive team most recently as the Managing Director.
The principal office where Chapel Hill Investment Advisors, Ltd. performs its advisory services is located at 6320 Quadrangle Drive, Chapel Hill, NC 27517, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-401-3500 or by fax 919-401-3501. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at chapelhilladvisors.com.