Wheeler Chapman has been an investment adviser representative at Chapman Financial Group since July 2013, and is not listed among the firm’s executive officers or direct owners. Wheeler Chapman holds a Bachelor's degree from Auburn University and a Master's in engineering from the University of Colorado.
Chapman Financial Group, LLC is a firm with $224M under management, 96 clients and 2 advisers across 2 offices, as of its July 2026 filing.
Wheeler Chapman is Investment Adviser Representative of Chapman Financial Group, LLC. He is a founder of the firm and has over 35 years of experience in the wealth management industry. He began his investment management career with Sussex Financial in Chicago, formed Integrated Financial Management in 1989, and founded Chapman Financial Group in 2013 and Kokua in 2016. His responsibilities at Kokua include formulating investment strategy, investment research, client engagement, and trading.
Wheeler Chapman’s longest registration is the current one, 13 years at Chapman Financial Group since 2013. Before joining Chapman Financial Group in 2013, Wheeler Chapman was registered through United Capital Financial Advisers and Integrated Financial Management Inc.
- Kokua Capital Management, LLC– · 8 yearsLake Zurich, IL · Adviser representative · Firm CRD 284074
- Kokua Capital ManagementCurrent– present · 13 yearsChapel Hill, NC · Adviser representative · Firm CRD 168439
- United Capital Financial Advisers– · 4 yearsNorthbrook, IL · Adviser representative · Firm CRD 134600
- Integrated Financial Management Inc– · 11 yearsNorthbrook, IL · Adviser representative · Firm CRD 106672
Investment adviser representative registrations
Wheeler Chapman is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2013; the most recent is Texas, in August 2021.
- North CarolinaSince 16 August 2013
- TexasResidentSince 24 August 2021
Examinations
No examinations are on Wheeler Chapman’s record.
- Full name
- Wheeler Elliott Chapman
- CRD
- 1576966
- Firm
- Chapman Financial Group · CRD 168439
- Office
- Chapel Hill, NC
- Registration
- Investment adviser registration
- In the industry since
- September 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kokuacap.com
Where does Wheeler Chapman work?
Wheeler Chapman is an investment adviser representative registered through Chapman Financial Group, LLC since July 2013, and is not listed among the firm’s executive officers or direct owners.
Is Wheeler Chapman a financial advisor?
Yes. Wheeler Chapman has a current investment-adviser registration in North Carolina and Texas, through Chapman Financial Group since July 2013.
How many years of experience does Wheeler Chapman have?
Wheeler Chapman has 29 years in the financial industry, since September 1997, across 4 adviser firms.
Where did Wheeler Chapman work before Chapman Financial Group?
Before Chapman Financial Group, Wheeler Chapman was registered through Integrated Financial Management Inc, September 1997 to March 2009.
Where is Wheeler Chapman based?
Wheeler Chapman’s registered office is in Chapel Hill, NC.
Is Wheeler Chapman registered with FINRA?
No. Wheeler Chapman has no current broker registration.
How can I verify Wheeler Chapman’s record?
Search CRD 1576966 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wheeler Chapman’s full registration record.