Chapman Capital Advisors, LLC (CCA) is a Florida-based financial advisory firm renowned for combining deep industry expertise with personalized client services. Established on July 25, 2017, the company operates out of Stuart in Martin County and holds a status as a Florida Allocated Licensee Corporation. The firm distinguishes itself through its focus on in-house financial management, offering comprehensive personal financial planning, trust and estate administration, and securities analysis. Unlike many of its competitors that rely on third-party experts for these services, CCA assures clients of direct engagement from their dedicated advisors.
CCA's team is led by William J Chapman as Manager and includes highly qualified professionals holding the Certified Financial Planner® (CFP®) and Chartered Trust & Fiduciary Advisor (CTFA) credentials. These designations underscore a commitment to expertise, continual learning, and graduate-level training that some team members have achieved through MBA programs or professional certifications. This education equips CCA's advisors with the depth of knowledge required to tailor financial strategies to individual client needs.
Clients are encouraged by CCA’s assurance of privacy and personalized attention, which fosters trust and comfort in selecting their firm as a family advisor. The company can be contacted at (772) 320-9658 and more information about its services is available on the website: chapmancapitaladvisors.com.
CCA's official filings are registered under Filed Number L17000159013 with a Federal Employer Identification Number (FEI) of 82-2285478. Its headquarters is located at 823 SE Osceola St, Stuart, FL 34994, US. The firm filed its last annual report on March 4, 2024.
KEY FACTS ABOUT CHAPMAN CAPITAL ADVISORS, LLC
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US Businesses
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Companies in Florida
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Martin County Companies
- Company name
- CHAPMAN CAPITAL ADVISORS, LLC
- Status
- Active
- Filed Number
- L17000159013
- FEI Number
- 82-2285478
- Date of Incorporation
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July 25, 2017
Age - 8 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://chapmancapitaladvisors.com
- Phones
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(772) 320-9658
CHAPMAN CAPITAL ADVISORS, LLC NEAR ME
- Principal Address
- 823 SE Osceola St,
Stuart,
FL,
34994,
US
See Also