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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHAPPELWOOD FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHAPPELWOOD FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.