Chappelwood Financial Services
Chappelwood Financial Services is an SEC-registered mass-market adviser with $113.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Chappelwood Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134318, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $113.1M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 166
- CRD
- 134318
- Ownership
- WOODS, VICTORIA, LYNN; KING, DAMON, MATTHEW
How much AUM does Chappelwood Financial Services have?
Chappelwood Financial Services reported $113.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Chappelwood Financial Services?
Disclosed owners and executives of Chappelwood Financial Services include WOODS, VICTORIA, LYNN, KING, DAMON, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.