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Ryan Marshall Codrick

Investment adviser representative at Chapel Hill Investment Analysts Inc
22 yearsExperience
1 stateRegistered in
$436MFirm assets
26 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 assetsHourly

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

22 years in the industry.

  1. Chapel Hill Investment Analysts, Inc.Jan 2004 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

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

Chapel Hill Investment Analysts Inc

$436MAssets managed
1,411Clients
3Advisers
26 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
6696431
Firm CRD
109511
Advisor's SEC record (opens in a new tab)
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