This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 166 clients, or 55.3 clients per representative. That equates to $681.2K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on April 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Chappelwood Financial Services's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Chappelwood Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
No contact records available.
Showing 0 of 2 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Chappelwood Financial Services has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.