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Firm profile

Chappelwood Financial Services

EDMOND, OKCRD 134318Registration Status: ApprovedEffective since April 16, 2026Latest ADV April 7, 2026

Chappelwood Financial Services is an SEC registered investment adviser organized as a corporation with a primary office location in Edmond, OK. Its latest Form ADV filing, dated April 7, 2026, reports $113M in regulatory assets under management, 3 employees, and 372 accounts.

Assets Under Management
$113M
Employees
3
Offices
--
Total Clients
166
Primary office
EDMOND, OK
FINANCIAL DISTRICT OF OKLAHOMA, 1725 E 15TH STREET, EDMOND, OK, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOVictoria L. Woods
CCODamon M. King

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Selection of other advisers

Fee models offered

2 types reported
Hourly charges
Other fee arrangements
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 89.2% of total clients.
Top client categories% of clientsClients
1
Individuals
89.2%
148
2
HNWI
10.8%
18

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$113Mas of April 7, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$113M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$113M
Total Accounts372
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee55:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.