Chappelwood Financial Services Corp.
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 134318
· SEC file 801-135860
· Edmond, OK
· WWW.CHAPPELWOOD.COM
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ADV data as of Apr 07, 2026
- Regulatory AUM
- $113M
- Discretionary
- $0
- Clients
- 166
- Avg AUM / client
- $681K
- Accounts
- 372
- Employees
- 3
AUM over time
$113M
$113M
Mar 16, 2026
Apr 7, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 148 | $69.6M | 61.6% |
| High net worth individuals | 18 | $43.5M | 38.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Victoria Lynn Woods | Registered representative | Mar 2005 (21y) | ||
| Damon Matthew King | Registered representative | CFP | Oct 2015 (11y) | |
| Weston Don De Priest | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Other fees
- • PERCENTAGE OF ASSETS UNDER THIRD PARTY MONEY MANAGER
Services
- • Financial planning services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗