# CHAPEL HILL INVESTMENT ADVISORS, LTD.

CHAPEL HILL INVESTMENT ADVISORS, LTD. of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118530
- Type: SEC-registered investment adviser
- SEC file number: 801-64616
- Location: 6320 QUADRANGLE DRIVE, SUITE 310, CHAPEL HILL, NC, 27517
- Phone: 919-401-3500
- Latest filing: 2012-06-28
- Regulatory AUM: $35.8M
- Discretionary AUM: $35.4M
- Non-discretionary AUM: $400K
- Clients: 1
- Accounts: 99

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| MORGAN WAYNE FORREST | DIRECTOR | — |
| SOTELL JAMES RICHARD | DIRECTOR & SECRETARY; MANAGING DIRECTOR | — |
| LEEDY CHARLES DEAN | CHAIRMAN, CCO, CIO, TREAS., DIR.; CHAIRMAN, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, TREASURER, DIRECTOR; CHAIRMAN, CHIEF INVESTMENT OFFICER, TREASURER & DIRECTOR (+1 more) | — |
| TREVILLIAN MALCOLM MCEACHERN | PRESIDENT, DIRECTOR; PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER; PRESIDENT, SECRETARY, DIRECTOR | — |
| KOZIOL STANLEY CASPER | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118530/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118530/similar
- Related entities: https://search.stillhousedata.com/firm/118530/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118530

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.