Chapman Financial Group, LLC
● SEC registered since 2022CRD 168439SEC# 801-123439
Reg. AUM
$223.9M
Employees
2
Accounts
274
Location
—
Chapman Financial Group, LLC assets under management
Chapman Financial Group, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $223.9 million in regulatory assets under management and employs 2 people.
Chapman Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Todd Davies Erskine Control | Owner And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Chapman Financial Group, LLC manage?
Chapman Financial Group, LLC reports $223.9 million in regulatory assets under management on its Form ADV.
How many employees does Chapman Financial Group, LLC have?
Chapman Financial Group, LLC reports 2 employees.
Does Chapman Financial Group, LLC disclose fund performance?
Chapman Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 312 994-2390 |
| Office hours | 8:30 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223.9M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$223.9Mregulatory AUM
Discretionary $203.1MNon-discretionary $20.9M