Chapman Capital Advisors | Client Portal

Chapman Capital Advisors

Comprehensive financial planning and low cost investment management are vital to reaching your financial goals. Unlike brokers, our investment advisors earn no commission because we are fee-only financial advisors. By not working for commission compensation, we have no conflicts of interest.

Your Financial Interests Come First

Our Certified Financial Planners and Certified Trust and Financial Advisors are Fiduciary Advisors who put your best interests above our own. We do not sell products which pay lucrative commissions. Our advisory fee is transparent and you will know exactly what you are paying for our services.

You Decide What’s Best for You

We offer two levels of financial service
1. Full service discretionary investment management
2. Non-discretionary investing through Self-Directed Plus+SM

Our approach is centered around communication and transparency.  Work with our firm and you’ll know how your money is invested, and why. You’ll know how your accounts are performing, and you’ll know the fee you are paying.

Investment Planning

  • Asset Allocation Review
  • Income Stream Analysis
  • Portfolio Fee Analysis
  • Investment Management
  • Tax Loss Harvesting
  • Independent Manager Selection

Financial Planning

  • Retirement Planning
  • Estate Tax Reduction Strategies
  • Family Gifting Programs
  • Inheritance Planning
  • Planning for Liquidity Events
  • Charitable Trust Planning
  • Social Impact Philanthropy

Insurance Planning

  • Annuity Performance
  • Annuity Fee and Policy Review
  • Life Insurance Needs Analysis
  • Life Insurance Policy Review
  • Long-Term Care Protection Strategies

Chapman Capital Advisors professionals hold the CFP® and CTFA charter designations. How do these credentials benefit me as a client?

We believe expertise and continual learning differentuates some advisors from others. At CCA, our company principals and directors have pursued graduate-level training from either MBA school, professional designations, or both. This means your team of advisors has deep knowledge of personal financial planning, trust and estate administration, and securities analysis.

Many competing firms outsource financial planning or investment selection to experts who work at company headquarters somewhere else. At Chapman Capital Advisors, our CFP® (Certified Financial Planner) and CTFA (Certified Trust and Financial Advisor) experts are in-house. This means we are deeply engaged in the management of our clients’ assets because we do all the work ourselves. Our clients know we understand them individually, and this helps them feel comfortable hiring us as their family advisor.

Contact Chapman Capital Advisors

Advisory services offered through Victrix Investment Advisors

PRIVACY NOTICE REGARDING CLIENT PRIVACY AS REQUIRED BY REGULATION S-P & REGULATION S-AM