Overview
Assets Under Management: $192 million
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Frequently Asked Questions
CHAPMAN FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168439), CHAPMAN FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
CHAPMAN FINANCIAL GROUP, LLC serves 51 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, CHAPMAN FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CHAPMAN FINANCIAL GROUP, LLC manages $192 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, CHAPMAN FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 268
Discretionary Accounts: 268
Regulatory Filings
CRD Number: 168439
Last Filing Date: 2025-01-23 00:00:00
Website: https://kokuacap.com