# Chappelwood Financial Services

> 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.

- CRD: 134318
- Filed as: CHAPPELWOOD FINANCIAL SERVICES
- Legal name: Chappelwood Financial Services Corp.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edmond, OK
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134318
- AdvisorCensus page: https://advisorcensus.com/firm/chappelwood-financial-services-edmond-ok-134318

## Quick answers

**How is Chappelwood Financial Services compensated?**
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.

**Where is Chappelwood Financial Services located?**
Chappelwood Financial Services' principal office is in Edmond, OK, according to its Form ADV.

**Is Chappelwood Financial Services registered with the SEC or a state?**
Chappelwood Financial Services is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 134318.

**How much does Chappelwood Financial Services manage?**
Chappelwood Financial Services reports $113,083,313 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (0% discretionary).

**What types of clients does Chappelwood Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (18).

**Does Chappelwood Financial Services report any disciplinary disclosures?**
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

**What changed in Chappelwood Financial Services' recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $113,083,313
- Discretionary: $0
- Non-discretionary: $113,083,313

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 148 | $69,629,234 |
| High net worth individuals | 18 | $43,454,079 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chappelwood.com
- financialdiva.com
- Facebook @ChappelWoodFinancialServices
- LinkedIn @chappelwoodfinancialservices
- YouTube @financialdiva

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chappelwood Financial Services (CRD 134318): Form ADV filing data as of October 2026.