Data / Investment advisers / Oklahoma / Chappelwood Financial Services
Chappelwood Financial Services, Edmond, OK: $113 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Chappelwood Financial Services is an SEC registered investment adviser with its main office in Edmond, Oklahoma and reports $113 million in regulatory assets under management in its Form ADV filed April 7, 2026. Its clients include individuals and high net worth individuals. It is paid through hourly charges and other fees.
The request: Watch Chappelwood Financial Services (CRD number 134318): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 134318
- SEC file number
- 801-135860
- SEC status
- Approved, effective April 16, 2026
- Legal name
- Chappelwood Financial Services Corp.
- Main office
- Financial District of Oklahoma 1725 E 15th Street, Edmond, OK 73013
- Phone
- (405) 348-0909
- Website
- chappelwood.com
- Regulatory AUM
- $113,083,313 in the Form ADV filed April 7, 2026
- Non discretionary AUM
- $113,083,313
- Accounts
- 372
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- hourly charges, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 148 | $69.6 million |
| High net worth individuals | 18 | $43.5 million |
Other advisers in Oklahoma
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Revo Financial, LLC | Bartlesville | $135.4 million | Not listed | adviserinfo.sec.gov |
| Longbow Asset Management | Tulsa | $134.4 million | Not listed | adviserinfo.sec.gov |
| Epic Wealth Management, LLC | Oklahoma City | $120.8 million | Not listed | adviserinfo.sec.gov |
| 10elms LLP | Tulsa | $120.6 million | Not listed | adviserinfo.sec.gov |
| Compass Capital Management, LLC | McAlester | $119 million | Not listed | adviserinfo.sec.gov |
| L&S Private Wealth, LLC | Oklahoma City | $108.5 million | Not listed | adviserinfo.sec.gov |
| Tao Private Wealth, LLC | Tulsa | $104.2 million | Not listed | adviserinfo.sec.gov |
| Seraph Capital Associates, LLC | Bartlesville | $90.3 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Chappelwood Financial Services on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.