Daryl Eugene Surber
Investment adviser representative at Chapin Davis Asset Management
14 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
14 years in the industry.
- Chapin, DavisMay 2023 to now
- Chapin Davis InvestmentsFeb 2023 to now
- UnemployedAug 2022 to Feb 2023
- Caterpillar Inc.Jan 2018 to Aug 2022
- Fam International LogisticsNov 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7700708
- Firm CRD
- 28116