# Chappell Financial Group

> Chappell Financial Group is a state-registered investment advisory firm in Atlanta, GA, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 137962
- Filed as: CHAPPELL FINANCIAL GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137962
- AdvisorCensus page: https://advisorcensus.com/firm/chappell-financial-group-atlanta-ga-137962

## Quick answers

**How is Chappell Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Chappell Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Chappell Financial Group located?**
Chappell Financial Group's principal office is in Atlanta, GA, according to its Form ADV.

**Is Chappell Financial Group registered with the SEC or a state?**
Chappell Financial Group is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 137962.

**How much does Chappell Financial Group manage?**
Chappell Financial Group reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.

**Does Chappell Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137962

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chappellfinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chappell Financial Group (CRD 137962): Form ADV filing data as of October 2026.