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CHAPPELWOOD FINANCIAL SERVICES

CHAPPELWOOD FINANCIAL SERVICES CORP.

CRD 134318 · SEC 801-135860

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FINANCIAL DISTRICT OF OKLAHOMA, 1725 E 15TH STREET, EDMOND, OK, 73013, United States

Phone

405-348-0909

Fax

405-359-5042

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$113.1M

Discretionary AUM

$0

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Hourly charges; PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER

Org form

Corporation

Filing date

2026-04-07

Disciplinary history

No

Services

Financial planningSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals148$69.6M
High net worth individuals18$43.5M

States served

OK, TX

All web addresses on file

Official SEC filing: View on IAPD