← Tributary

CHAPPELWOOD FINANCIAL SERVICES

EDMOND, OK · CRD 134318 · IAPD ↗ · chappelwood.com · 405-348-0909

$113.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — CHAPPELWOOD FINANCIAL SERVICES (EDMOND, OK) is newly SEC-registered with $113.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.