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CHAPPELWOOD FINANCIAL SERVICES
Legal name: CHAPPELWOOD FINANCIAL SERVICES CORP.
CRD 134318File 801-135860
APPROVED
Retail clients
Filing as of Apr 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$113.1M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $113.1M
Clients
166
372 accounts
Employees
3
Bottom 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 16, 2026
- Principal office
- FINANCIAL DISTRICT OF OKLAHOMA, 1725 E 15TH STREET, EDMOND, OK, 73013
- Phone
- 405-348-0909
- Website
- HTTP://WWW.CHAPPELWOOD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $113.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $113.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 372
- Total accounts
- 372
- AUM per client
- $681K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $43.5M |
| Individuals (other than high net worth individuals) | 148 | $69.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.