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Chappelwood Financial Services Corp.

● SEC registered since 2026CRD 134318SEC# 801-135860Edmond, OK
Export (members)
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
NameTitleOwnershipSince
Damon Matthew King ControlCcoUnder 5%2026
Victoria Lynn Woods ControlPresident/CeoOver 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

AddressFinancial District of Oklahoma, 1725 E 15th Street, Edmond, OK 73013
Phone405-348-0909
Fax405-359-5042
Office hours8:30-5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$113.1M
Total (RAUM)$113.1M