Adviser Profile

As of Date 04/07/2026
Registration SEC, Approved, 04/16/2026
Other registrations (4)
Former registrations

CHAPPELWOOD FINANCIAL SERVICES CORP.

ADV Location EDMOND, OK, United States
Contact Info 405 xxxxxxx
Websites
AUM* 113,083,313
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 303,987
% High Net Worth 10.84%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

113M 97M 81M 65M 48M 32M 16M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees