Dawn Gwen Weber

Chapin Davis Asset Management

17 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Chapin Davis Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

498 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$539.1M

Fee Structure

Minimum Investment:$50K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	2.00%

Fee may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1411 Clarkview Road, Baltimore, MD, 21209

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Civil Bond

December 2014

Regulatory

October 2012

Final

Employment Separation After Allegations

January 2012

View Full SEC Report How to Read Disclosures

Other Business Activities

Dawn is the affiant of a small estate, representing the estate and filing paperwork. This activity is not investment-related and requires minimal time.

Employment History

Current Registrations

Chapin Davis Asset Management

August 2024 - Present · 1 yr 6 mos

Chapin, DavisBroker

August 2021 - Present · 4 yrs 6 mos

Previous Registrations

Chapin, DavisBroker

January 2013 - December 2014 · 1 yr 11 mos

Wells Fargo Advisors, LLC

September 2005 - January 2012 · 6 yrs 4 mos

Wells Fargo Advisors, LLCBroker

November 2000 - January 2012 · 11 yrs 2 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.