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John Norman Oliver

Chapin Davis Asset Management
33 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Chapin Davis Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
498 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$539.1M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1411 Clarkview Road, Baltimore, MD, 21209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Chapin Davis Asset Management
October 2001 - Present · 24 yrs 4 mos
Chapin, DavisBroker
September 2001 - Present · 24 yrs 5 mos
Previous Registrations
Peremel & CO., INC.Broker
January 1993 - September 2001 · 8 yrs 8 mos
Quick & Reilly, INC.Broker
June 1991 - April 1992 · 10 mos
State Registrations14 states
CADCFLMDMNMONCNJNMNYPASCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.