Chappelwood Financial Services

Overview

Chappelwood Financial Services is an SEC registered investment adviser based in Edmond, OK, registered since 2005. It reports $113M in assets under management across 372 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$113M

Accounts

372

Average account

$304K

Employees

3

Advisory reps

3

Registered since

2005

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Other Fees

Executive officers 2 of 2

• Victoria Lynn Woods President, Chief Executive Officer CRD 2864248
• Damon Matthew King Chief Compliance Officer CRD 6546875

Advisory reps 3 of 3

• Weston Don Depriest Insurance Agent · Investment Adviser Rep CRD 7004149
• Damon Matthew King Insurance Agent · Investment Adviser Rep CRD 6546875
• Victoria Lynn Woods Insurance Agent · Investment Adviser Rep CRD 2864248

Location

Headquarters

1725 E 15th St
Edmond, OK 73013

County

Oklahoma

Metro area

Oklahoma City, OK

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: chappelwood.com

Every state, with registration dates

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