Chappelwood Financial Services Corp.
● SEC registered since 2026CRD 134318SEC# 801-135860Edmond, OK
Reg. AUM
$113.1M
Employees
3
Accounts
372
Location
Edmond, OK
Chappelwood Financial Services Corp. assets under management
Chappelwood Financial Services Corp. operates as an SEC-registered investment adviser based in Edmond, OK. The firm has been registered since 2026. It reports $113.1 million in regulatory assets under management and employs 3 people.
Chappelwood Financial Services Corp. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Damon Matthew King Control | Cco | Under 5% | 2026 |
| Victoria Lynn Woods Control | President/Ceo | Over 75% | 2002 |
Frequently asked questions
How much does Chappelwood Financial Services Corp. manage?
Chappelwood Financial Services Corp. reports $113.1 million in regulatory assets under management on its Form ADV.
How many employees does Chappelwood Financial Services Corp. have?
Chappelwood Financial Services Corp. reports 3 employees.
Where is Chappelwood Financial Services Corp. located?
Chappelwood Financial Services Corp. is based in Edmond, OK and has been SEC-registered since 2026.
Does Chappelwood Financial Services Corp. disclose fund performance?
Chappelwood Financial Services Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK 73013 |
| Phone | 405-348-0909 |
| Fax | 405-359-5042 |
| Office hours | 8:30-5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.1MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$113.1Mregulatory AUM
Discretionary $0Non-discretionary $113.1M