ChappelWood Financial Services provides financial planning, selecting other managers and educational seminars.
ChappelWood Financial Services reports 166 clients. They include 148 individual clients and 18 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $113M across 372 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 62% |
| High-net-worth individuals | 11% | 38% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 148 | $69.6M | 61.6% | $470K |
| High-net-worth individuals | 18 | $43.5M | 38.4% | $2.41M |
| Total | 166 | $113M | 100% | $681K |
- Clients
- 148
- Regulatory AUM
- $69.6M
- AUM share
- 61.6%
- Avg. per client
- $470K
- Clients
- 18
- Regulatory AUM
- $43.5M
- AUM share
- 38.4%
- Avg. per client
- $2.41M
Total
- Clients
- 166
- Regulatory AUM
- $113M
- AUM share
- 100%
- Avg. per client
- $681K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
ChappelWood Financial Services is paid through hourly charges and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a negotiable fixed fee set by complexity and scope, paid 50% when the agreement is signed and 50% on delivery.
- Non-Managed Advisory
- Ongoing advice without management is billed hourly (minimum $500 an hour), monthly at $125 to $150, or annually at $1,500 to $1,800.
Victoria Woods owns 75% or more of ChappelWood Financial Services. The leadership team of ChappelWood Financial Services includes President Victoria Woods. It has 3 employees.
Leadership
- Victoria WoodsPresident/CEO
- Damon KingCCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Weston Don DePriest
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Chappelwood Financial Services Corp.
Victoria Woods
Control person · since December 2002
Besides its headquarters, ChappelWood Financial Services has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- Financial District of Oklahoma, 1725 E 15th Street, EdmondHQ
Contact and registration details
- Legal name
- Chappelwood Financial Services Corp.
- Headquarters
- Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK 73013
- Website
- chappelwood.com
- Phone
- 405-348-0909
- @chappelwoodfinancialservices
- SEC file
- 801-135860
- Structure
- Oklahoma corporation
- Fiscal year end
- December
ChappelWood Financial Services does not have custody of client assets.
At year end, ChappelWood Financial Services’ separately managed accounts were mostly in stocks (70%) and funds (21%).
What the accounts hold
- Stocks70%
- Funds21%
- Bonds6%
- Investment grade corporate bonds5%
- State and local bonds1%
- Cash2%
- Other1%
- Derivatives1%
How many clients does ChappelWood Financial Services have?
ChappelWood Financial Services has 166 clients and manages $113 million for them, as of April 2026. They include 148 individual clients and 18 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026
What services does ChappelWood Financial Services offer?
ChappelWood Financial Services provides financial planning, selecting other managers and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does ChappelWood Financial Services have?
ChappelWood Financial Services has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ChappelWood Financial Services invest in?
At the end of its last fiscal year, ChappelWood Financial Services’ separately managed accounts held 70% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds, 2% cash and equivalents, 1% state and local bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ChappelWood Financial Services?
ChappelWood Financial Services’ direct owner is Victoria Woods (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 April 2026
How does ChappelWood Financial Services get paid?
ChappelWood Financial Services is paid through hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact ChappelWood Financial Services?
ChappelWood Financial Services’ main office is at Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK 73013. Its phone number is 405-348-0909. Its website is chappelwood.com.