Chappelwood Financial Services: new SEC registration, $113M AUM, Edmond, OK
Chappelwood Financial Services (Edmond, Oklahoma): new SEC registration, $113M AUM, Edmond, OK. Its amount of 113 is below the median of 134 (28th percentile). Dated 203 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 113 · 28th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related OK NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Chappelwood Financial Services |
| Legal name | Chappelwood Financial Services Corp. |
| CRD | 134318 |
| Status | Approved |
| Registered with the SEC | 2026-04-16 |
| Latest Form ADV filing | 2026-04-07 |
| Location | Edmond, OK, United States |
| Regulatory AUM | $113,083,313 |
| Accounts | 372 |
| Employees | 3 |
| Website | HTTP://WWW.CHAPPELWOOD.COM |
| amount percentile | 28th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (5 OK records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-16
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OK first): Bridgecreek Financial Group · L&S Private Wealth, LLC · Tao Private Wealth, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Chappelwood Financial Services and 5 Oklahoma peers
- Oklahoma NewRiaPulse records like this one: 5
- Chappelwood Financial Services's amount: 28th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Oklahoma peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $113M under management.
- Website on file.
What is the NewRiaPulse record for Chappelwood Financial Services in Edmond, Oklahoma?
Chappelwood Financial Services received SEC registration as an investment adviser (2026-04-16) with $113,083,313 in regulatory assets under management, based in Edmond, OK.
How does Chappelwood Financial Services compare to other Oklahoma NewRiaPulse records?
Its amount of 113 is below the median (28th percentile); smaller records often move faster and face less competition. It is 203 days old; check the official source for later updates before acting.
Chappelwood Financial Services vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Chappelwood Financial Services | Edmond, OK | 113 | 28th | 2026-04-16 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Oklahoma NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.