← Tributary

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

PLANO, TX · CRD 138524 · IAPD ↗ · 972-865-2225

$277.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC (PLANO, TX) left the SEC roster (was $277.8M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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