{
  "crd_number": 134318,
  "slug": "chappelwood-financial-services-edmond-ok-134318",
  "primary_business_name": "CHAPPELWOOD FINANCIAL SERVICES",
  "legal_name": "CHAPPELWOOD FINANCIAL SERVICES CORP.",
  "dbas": [],
  "city": "Edmond",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-16",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-07",
  "carried_forward": false,
  "raum_total": 113083313.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 113083313.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 69629234.0,
      "count": 148
    },
    "high_net_worth_individuals": {
      "raum": 43454079.0,
      "count": 18
    }
  },
  "compensation_types": [
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OK",
    "TX"
  ],
  "websites": [
    "https://chappelwood.com",
    "https://facebook.com/ChappelWoodFinancialServices",
    "https://financialdiva.com",
    "https://linkedin.com/company/chappelwoodfinancialservices?viewAsMember=true",
    "https://youtube.com/user/financialdiva"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134318",
  "city_as_filed": "EDMOND",
  "url": "https://advisorcensus.com/firm/chappelwood-financial-services-edmond-ok-134318",
  "display_name": "Chappelwood Financial Services",
  "summary": "Chappelwood Financial Services is an SEC-registered investment advisory firm in Edmond, OK, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.",
  "citation": "AdvisorCensus. Chappelwood Financial Services (CRD 134318): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Chappelwood Financial Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chappelwood Financial Services reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Chappelwood Financial Services located?",
      "a": "Chappelwood Financial Services' principal office is in Edmond, OK, according to its Form ADV."
    },
    {
      "q": "Is Chappelwood Financial Services registered with the SEC or a state?",
      "a": "Chappelwood Financial Services is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 134318."
    },
    {
      "q": "How much does Chappelwood Financial Services manage?",
      "a": "Chappelwood Financial Services reports $113,083,313 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Chappelwood Financial Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (18)."
    },
    {
      "q": "Does Chappelwood Financial Services report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134318"
    },
    {
      "q": "What changed in Chappelwood Financial Services' recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/chappelwood-financial-services-edmond-ok-134318.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 148,
      "fewer_than_5": false,
      "raum": 69629234.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18,
      "fewer_than_5": false,
      "raum": 43454079.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134318",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}