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Chappelwood Financial Services

Financial planning in Edmond, OK

SEC registeredNo commissions reported

Call (405) 348-0909Send a messageMap ↗

Public-record details

Address
Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK 73013
Phone
(405) 348-0909
Listed under
Financial planning, Hourly fees
Legal name
Chappelwood Financial Services Corp.
CRD number
134318
Registration
SEC registered since 2026-04-16
Compensation (Form ADV 5.E)
Hourly charges; Other (Percentage of Assets Under Third Party Money Manager)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$113.1 million
Accounts managed
372
Clients reported (Form ADV 5.D)
166
Individual / high-net-worth clients
148 / 18
Employees
3
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-04-07

SEC registered investment adviser, CRD 134318, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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