Adviser Record

Chappelwood Financial Services

Registered investment adviser · Edmond, OK · CRD #134318

Form ADV data as of 2026-09-01
Regulatory assets
$113.1 million
Total accounts
372
Employees
3
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$0
Non-discretionary regulatory assets under management$113.1 million
Total regulatory assets under management$113.1 million
Discretionary accounts0
Non-discretionary accounts372
Total accounts372
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)3
Employees performing investment advisory functions (including research)3
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state3
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents3
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

Hourly chargesOther

Advisory services offered

Financial planning servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Other business activities

Insurance broker or agent

Client types

Type of clientClientsAssets
Individuals (other than high net worth individuals)148$69.6 million
High net worth individuals18$43.5 million