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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Glacier ridgeAlpha horizon +more
- Established Date
- 03-04-2005
- Office Locations
- 1
Office Locations
About Chappelwood Financial Services
Chappelwood Financial Services is an independent, fiduciary RIA based in Edmond, OK serving individuals and families, including business owners and entrepreneurs. The firm emphasizes financial and investment planning alongside legacy/estate and insurance planning, with portfolios that are ETF-led and complemented by mutual funds and high-grade bonds. Custody/platform relationships include AssetMark.
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Owner & Executives
VICTORIA LYNN WOODS
Chief Executive Officer, Investment Advisor, President
- CRD
- #2864248
- Ownership
- 75% or more
DAMON MATTHEW KING
Chief Compliance Officer, Investment Advisor
- CRD
- #6546875
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Weston Don DePriest
--
- CRD
- #7004149
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $113,083,313 | $303,987 |
| Total | $113,083,313 | $303,987 |
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Separately Managed Accounts
Total SMA Asset: $113,083,313
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,044,722,241 | 20.1% |
| Public Funds | $405,414,601 | 7.8% |
| Corporate - Investment Grade | $1,205,848,557 | 23.2% |
| Cash | $1,049,919,864 | 20.2% |
| Derivatives | $893,991,171 | 17.2% |
| Municipal Bonds | $597,726,655 | 11.5% |
| Total | $5,197,623,089 | 100.0% |