Robert James Kaehler
Investment adviser representative at Chapin Davis Asset Management
29 yearsExperience
2 statesRegistered in
ChFC®Designation
$642.8MFirm assets
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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
29 years in the industry.
- Chapin Davis, Inc.Jan 2024 to now
- Avantax Advisory ServicesNov 2021 to Mar 2022
- Avantax Investment Services, Inc.Nov 2021 to Mar 2022
- Voca, LLCOct 2021 to Mar 2022
- Wilmington UniversityJul 2021 to Apr 2024
- University of DelawareJun 2021 to Dec 2022
- Hornor Townsend & Kent IncJan 2017 to Aug 2019
- J.P. Morgan Institutional Investments Inc.May 2013 to Nov 2016
- JPMorgan Investment Management Inc.May 2013 to Nov 2016
- US AirforceMay 1997 to Jun 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 2858149
- Firm CRD
- 28116