Adviser Profile
| As of Date | 04/18/2026 |
| Registration status | Registration Changed to CHAPPELWOOD FINANCIAL SERVICES CORP. |
| ADV Location | EDMOND, OK, United States |
| Contact Info | 405 xxxxxxx |
| Websites |
| AUM* | 113,083,313 30% |
| of that, discretionary | 0 |
| Number of Employees | 3 -50% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 303,987 35% |
| % High Net Worth | 10.84% -80% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds