TrueAdvisor
TrueAdvisor
KM
CFP
KM
CFP

Keith Murray

Chapin Davis Asset Management
30 Years of Experience
Baltimore, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Keith Murray is a CFP-designated registered investment advisor at Chapin Davis Asset Management, based in Baltimore, MD, with 30 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 555 clients with $640M in assets under management.

Chapin Davis Asset Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
555 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$642.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard fee is 2.00% annually and may be negotiated based on account size, portfolio complexity, and service model. Does not include brokerage commissions or transaction fees.

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

Location

1411 Clarkview Road, Baltimore, MD, 21209

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Keith serves as a trustee for St. Paul's School and a director on the Endowment Committee for Old St. Paul's Episcopal Church, dedicating minimal time to each. Keith is also an agent at Chapin Davis Insurance, Inc. since 2009, selling variable and fixed insurance products a few hours per week.

Employment History
Current Registrations
Chapin Davis Asset Management
November 2009 - Present · 16 yrs 11 mos
Chapin, DavisBroker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - November 2009 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2005 - November 2009 · 4 yrs 10 mos
UBS Financial Services INC.
January 1999 - February 2005 · 6 yrs 1 mo
UBS Financial Services INC.Broker
May 1996 - February 2005 · 8 yrs 9 mos
State Registrations19 states
AZCADCDEFLGAINMDNCNHNJNMNVPARISCTNVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Baltimore, MD →All financial advisors in Maryland →