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John Stuart Crain

Investment adviser representative at Chapin Davis Asset Management
24 yearsExperience
1 stateRegistered in
$642.8MFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Chapin, DavisMar 2018 to now
  2. Chapin Davis InvestmentsMar 2018 to now
  3. Summit Brokerage Services, IncDec 2002 to Mar 2018
  4. Summit Financial Group IncDec 2002 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (MD).

Chapin Davis Asset Management

Legal name: Chapin Davis, Inc

$642.8MAssets managed
555Clients
18Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2748785
Firm CRD
28116
Advisor's SEC record (opens in a new tab)
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